Search Callingly lead history after you email
See the relationship history before your next touch.
Trigger
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
Action
List Leads
Tool to list leads based on provided filters like date range or phone number. use after confirming filter criteria when bulk lead retrieval is needed.
Why this helps
You send a message without knowing what the calling team already knows.
- Adds context to follow-up
- Reduces duplicate questions
- Improves handoffs
Setup
Build it in a few focused steps.
- 1Connect Outlook and Callingly in Notis once.
- 2Create an automation named Sent email lead history.
- 3Tell Notis to search for the email recipient in Callingly and summarize matching lead information after each relevant sent message.
- 4Pick New Sent Message as the trigger and choose a report channel.
- 5Test with one real recipient.
Questions about this workflow
Can it search by email address?
Yes, when the recipient address is available to the workflow.
Does it update the lead?
No. It retrieves and summarizes existing information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Callingly. A trigger fires from one place; an action lands in another.
Outlook triggers
Callingly actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Activate/Deactivate Client Account
Tool to activate or deactivate a client account. use when you need to toggle client access after onboarding or offboarding. example: "activate client 123" or "deactivate client 456".
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Agent
Tool to create a new agent. use when you need to register an agent in callingly after gathering their account id and contact details.
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Create Outbound Call
Tool to create a new outbound call record. use after gathering call and lead details.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
Create Client
Tool to create a new client. use when adding a new client to your callingly account.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
Create Team
Tool to create a new team. use when setting up a team configuration before adding agents.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Create Webhook
Tool to create a new webhook for call or lead events. use when you need to receive real-time notifications on specific events. example: "create a webhook for call completed events to http://example.com/callback".
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
Delete Agent
Tool to delete an agent. use when permanently removing an agent after confirming the agent id.
Delete Client
Tool to delete a client. use when you need to remove an existing client from your account after confirming its id.
Connect any two apps with Notis in the middle.
Outlook and Callingly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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