Check document-driven SMS follow-up in one report
See whether intended document follow-ups appear in Dialmycalls broadcast history without manually checking both apps.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Text Broadcasts
View outgoing text broadcasts on the account.
Why this helps
After documents are processed, teams can lose track of whether the related text follow-up was sent or needs attention.
- Combines document review and broadcast history in one report.
- Highlights apparent follow-up gaps for human review.
- Avoids creating or sending messages without an explicit action event.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Dialmycalls once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for document follow-up audits.
- 3Tell Notis to review the Affinda document results you provide, inspect Dialmycalls text broadcasts, and report likely missing or completed follow-ups without sending messages.
- 4Pick a Notis cron schedule and choose where run reports should go.
- 5Test with one real document and a known broadcast record.
Questions about this workflow
Will this send a text broadcast?
No. The allowed Dialmycalls action here lists text broadcasts for review. This workflow reports history and possible gaps.
Can it prove a broadcast was caused by a specific document?
Only if the document results and broadcast records contain enough matching context. Provide a reference or matching rule; otherwise the report should label the relationship as uncertain.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Dialmycalls. A trigger fires from one place; an action lands in another.
Affinda 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.
Affinda and Dialmycalls, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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