Keep prospect segments aligned with your contact groups
Know which existing Dialmycalls group fits each prospect segment before you organize the next follow-up batch.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Groups
View all contact groups.
Why this helps
When group names and prospect segments drift, teams spend time deciding where a lead belongs or create near-duplicate groups.
- Review existing groups before creating new ones
- Apply a consistent segment rule
- Get a concise list of prospects that need a grouping decision
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Dialmycalls once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language.
- 3Ask Notis to review a defined Aeroleads segment against Dialmycalls group names and report the best existing group or flag cases needing a decision; do not create groups automatically.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real segment and review the suggested group choices.
Questions about this workflow
Will this move contacts between groups?
No. The selected action lists groups for review. It does not update contact membership.
Can Notis invent a grouping strategy?
Provide your segment definitions and naming conventions in the prompt. Notis can only assess the rules and data you supply.
Why list existing groups first?
Reviewing current groups helps avoid suggesting a duplicate when an appropriate group already exists.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Dialmycalls. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads and Dialmycalls, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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