Keep Checklist Action Owners Reachable
Put an assigned checklist owner's supplied contact details into Dialmycalls while the action is still fresh.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add Contact
Tool to add a contact to your contact list. use when you need to store a new contact's phone (and optional name, email, or group) before sending messages.
Why this helps
Checklist actions can stall when owners are assigned but their contact details are not ready for follow-up.
- Capture the contact record when an owner is assigned.
- Keep action owner details available for future alerts.
- Reduce delay caused by looking up contact information later.
Setup
Build it in a few focused steps.
- 1Connect 21risk and Dialmycalls once in the Notis portal.
- 2Create an automation named for checklist owner contact capture.
- 3Tell Notis to add the assigned owner's supplied contact details to Dialmycalls, including the checklist group if provided.
- 4Choose a Notis webhook as the trigger and select where run reports should go.
- 5Test with one real checklist action assignment.
Questions about this workflow
Will this notify the action owner?
No. The Add Contact action stores a contact. It does not send an SMS or voice broadcast.
Can it capture a due date too?
The available Dialmycalls action adds contact details. Any deadline context should remain in your 21risk process or webhook data.
What must the request include?
Provide the owner's contact details, especially a phone number, plus any optional name, email, or group information you want saved.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 21risk to Dialmycalls. A trigger fires from one place; an action lands in another.
21risk triggers
Dialmycalls actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Access Account
Tool to add a new access (sub) account. use when you need to delegate dialing capabilities to another user after setting up your master account.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Contact
Tool to add a contact to your contact list. use when you need to store a new contact's phone (and optional name, email, or group) before sending messages.
Add Group
Tool to add a new contact group. use after deciding the group name to organize recipients into groups.
Delete Access Account
Tool to delete an access (sub) account by id. use when removing a sub account after deprovisioning.
Delete Caller ID
Tool to delete a caller id. use when you need to permanently remove an existing caller id no longer in use.
Delete Contact
Tool to delete a contact by id. use when you need to permanently remove a contact from your list.
Delete Group
Tool to delete a contact group by id. use when you need to remove an existing contact group after confirming its id.
Delete Recording
Tool to delete a recording by id. use when you need to permanently remove a custom recording after confirming its recording id.
Connect any two apps with Notis in the middle.
21risk and Dialmycalls, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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