Keep credential follow-up calls from falling through
A recurring Notis review can turn eligible credential follow-up records into Dialpad callback requests when the needed phone details are available.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create callback
Queues a callback request for an agent at a call center to handle.
Why this helps
Follow-up lists can go stale when credential records and call center work are reviewed separately.
- Turn a recurring review into callback requests
- Apply your follow-up criteria consistently
- Keep call center follow-up connected to credential records
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.
- 3Tell Notis which credential records need follow-up and to request Dialpad callbacks using supplied phone numbers and context.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one eligible record and a valid Dialpad call center.
Questions about this workflow
What if an eligible record has no phone number?
Notis cannot request a callback without a usable phone number. State how to handle records with missing numbers in the instruction.
Does Accredible provide the schedule trigger?
No. Notis starts this workflow on the recurring schedule you select and reads available Accredible data.
Does this send an SMS reminder?
No. The selected action creates a Dialpad callback request through a call center.
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.
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Connect any two apps with Notis in the middle.
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When this happens · Trigger
Do this · Action
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