See which contacts may need a follow-up
Get a scheduled review that brings Dialmycalls contact records and relevant Affinity context into one report.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Contacts
View contacts in your contact list.
Why this helps
Keeping track of who needs follow-up across contact lists and deal context can turn into a repeated manual review.
- Review contact records on a predictable schedule.
- Use available Affinity context to make the report more useful.
- Surface missing phone or relationship details for a human to resolve.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Dialmycalls once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Tell Notis to review Dialmycalls contacts and summarize relevant Affinity follow-up context, noting any unavailable information.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real example and review the report.
Questions about this workflow
Will this workflow change contacts or send messages?
No. It lists contacts and produces a report. It does not update records or send broadcasts.
Can it know when a follow-up is due?
Only when that timing is present in the available Affinity information or supplied in the instruction or request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Dialmycalls. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Dialmycalls, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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