Spot gaps in your investor group setup
Have Notis check your Dialmycalls group inventory against the Affinity segments you specify.
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
Group names and active segments can drift, making it harder to tell whether outreach lists are organized as intended.
- See which expected segments have a corresponding group name.
- Keep the expected segment list explicit and reviewable.
- Get a concise report without manually opening both tools.
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 list Dialmycalls groups and compare them with the Affinity segment names you provide, reporting possible gaps.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real group inventory and review the report.
Questions about this workflow
Can this create missing groups automatically?
This workflow only lists groups and reports possible gaps. Group creation would need a separate automation using the create group action.
Does Affinity provide the expected segment list automatically?
No trigger or segment-list action is specified here, so provide the segment names 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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