Keep Delegated Dialing Access Visible
A recurring access account overview makes it easier to review who can support compliance outreach through Dialmycalls.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Access Accounts
Tool to list all access (sub) accounts. use when you need to retrieve paginated sub-account information for administration or reporting.
Why this helps
Delegated access can become easy to overlook when account administration happens separately from audit work.
- Surface the current delegated access accounts for review.
- Make access administration a recurring task.
- Reduce manual effort gathering subaccount details.
Setup
Build it in a few focused steps.
- 1Connect 21risk and Dialmycalls once in the Notis portal.
- 2Create an automation named for delegated dialing access review.
- 3Tell Notis to list Dialmycalls access accounts and summarize returned account details for review.
- 4Choose a recurring Notis schedule and select where run reports should go.
- 5Test with one real run and confirm the review report is clear.
Questions about this workflow
Does this disable or change access?
No. It lists access accounts. Any changes require a separate action and a clear decision.
Can it determine whether an account is still needed?
Not without criteria and current ownership information supplied for the review.
Does the schedule come from 21risk?
No. It is a Notis schedule because the supplied 21risk app has no trigger events.
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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