Check Who Is in Your Audit Outreach Group
Review the people in a selected audit group on a predictable cadence, before a follow-up depends on the roster being right.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Contacts in Group
Tool to list contacts by contact group id. use when you need to retrieve all contacts belonging to a specific group for management or reporting.
Why this helps
A group can look organized while its membership goes unnoticed between audit cycles.
- See the returned members for a specific group.
- Make roster review part of a routine audit process.
- Reduce uncertainty about who is currently listed.
Setup
Build it in a few focused steps.
- 1Connect 21risk and Dialmycalls once in the Notis portal.
- 2Create an automation named for audit group roster review.
- 3Tell Notis which Dialmycalls group to list and ask it to summarize the returned contacts for review.
- 4Choose a recurring Notis schedule and select where run reports should go.
- 5Test with one real group and confirm the roster report is useful.
Questions about this workflow
How does Notis know which group to list?
Provide the group's identifier or other supported reference in your instruction. The action requires a group id.
Does this update group membership?
No. It lists contacts belonging to a group for review.
Can it trigger from an audit change in 21risk?
No trigger events are listed for 21risk. This workflow runs on a Notis schedule.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Dialmycalls.