Prepare recipient contacts before credential follow-up
Set a review cadence, have Notis check the Accredible recipient information available to it, and create Dialpad contacts when your criteria call for follow-up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create new contact entry
Adds a new local or shared contact.
Why this helps
Preparing credential outreach can mean repeatedly searching recipient records and rebuilding contact details.
- Collect follow-up contacts during a routine review
- Use your criteria to identify recipients who need outreach
- Keep recipient details ready in Dialpad
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Dialpad once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe which recipient records to review and when Notis should create a Dialpad contact, based on data available from Accredible.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real recipient example and confirm the schedule.
Questions about this workflow
Can the schedule detect certificate expirations?
Only if the Accredible data available to Notis includes the relevant dates. The workflow cannot rely on fields that are not provided.
Can I choose who qualifies for contact creation?
Yes. Describe the criteria in the instruction. Notis can evaluate returned data, but the data must include what those criteria require.
Will this send a message or call the recipient?
No. This workflow creates Dialpad contacts. The listed action does not send SMS or place an outbound call.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Accredible certificates to Dialpad. A trigger fires from one place; an action lands in another.
Accredible certificates triggers
Dialpad actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Access control policies listing
View a company's access control policies.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add blocked phone numbers
Add phone numbers to the blocked list to prevent calls or messages from them.
Add department operator by id
Add an operator to a department.
Add member to channel
Add a user to a channel.
Add member to coaching team
Add a member to a coaching team.
Add operator to call center
Add an operator to a call center.
Add operator to office
Add an operator to an office.
Add participant to call
Add someone to an ongoing call.
Connect any two apps with Notis in the middle.
Accredible certificates and Dialpad, 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 Dialpad.