Keep partner contacts ready for the next follow-up
Let a scheduled review surface partner details that should be close at hand before your next outreach block.
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
Partner details and follow-up plans drift apart when contact records are maintained in separate tools.
- Review partner records on a predictable schedule.
- Reduce contact lookup and re-entry work before outreach.
- Keep available partner details accessible in Dialpad.
Setup
Build it in a few focused steps.
- 1Connect Adtraction and Dialpad once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a name and prompt.
- 3Tell Notis to review Adtraction partner records due for follow-up and create or refresh available Dialpad contact information.
- 4Choose a recurring Notis schedule and where run reports should go.
- 5Test with one real partner record due for follow-up.
Questions about this workflow
Can this find partners due for follow-up automatically?
The prompt can only use follow-up dates or status information available from Adtraction or supplied by you. If that information is absent, provide a rule or source for deciding which partners are due.
Will it overwrite existing Dialpad contact details?
Describe in the prompt how to handle existing contacts. Test with one real record and review the run report to confirm the behavior.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adtraction to Dialpad. A trigger fires from one place; an action lands in another.
Adtraction 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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