Keep account status and credits in view
A scheduled snapshot helps you spot account details that need attention before they become another surprise.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Account
View your main account details and status.
Why this helps
Account status and remaining credits are easy to forget until someone needs the account.
- Review account status from a run report.
- Keep remaining credits visible on a schedule.
- Reduce the need for a separate manual account check.
Setup
Build it in a few focused steps.
- 1Connect Dialmycalls once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for the account check.
- 3Tell Notis to retrieve your Dialmycalls account details and report the returned status and remaining credits.
- 4Pick the recurring schedule and choose where run reports should go.
- 5Test with one real run and review the report.
Questions about this workflow
Does this top up credits?
No. The listed action retrieves account details and remaining credits; it does not add credits.
Can it alert me when credits fall below a threshold?
You can ask Notis to flag a returned value against a threshold you provide. The workflow cannot infer a threshold you have not specified.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Dialmycalls. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Dialmycalls actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Access Account
Add a sub-account with delegated dialing access.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Contact
Add a contact to your contact list.
Add Group
Create a group for organizing contacts.
Delete Access Account
Delete a sub-account.
Delete Caller ID
Permanently delete an existing caller ID.
Delete Contact
Permanently delete a contact from your list.
Delete Group
Delete an existing contact group.
Delete Recording
Permanently delete a custom recording.
Connect any two apps with Notis in the middle.
ActiveMerge and Dialmycalls, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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