Keep calls for priority deals easy to find
Make important deal conversations easier to scan in Dialpad with consistent labels.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Attach labels to call
Set labels on a call, replacing any existing labels.
Why this helps
Call histories can become difficult to review when priority deal conversations have no consistent labels.
- Apply consistent labels to calls associated with priority deals.
- Make important conversations easier to find in Dialpad.
- Use a scheduled review to reduce manual call history cleanup.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Dialpad once in Notis.
- 2Create an automation that identifies calls tied to priority Affinity deals and applies concise labels.
- 3Pick a recurring schedule as the trigger.
- 4Choose where run reports should go.
- 5Test with one real deal and a matching Dialpad call.
Questions about this workflow
Can Notis label a call if it cannot identify its Dialpad call ID?
No. The action requires a call to label, so the returned information must let Notis identify the matching call.
Will the action preserve existing labels?
The action description says labels are replaced. Include any labels that should remain in the instruction and verify the result with a real example.
What if Affinity does not contain the call history?
The workflow needs enough information from the connected apps to associate a call with a deal. If that history is unavailable, Notis should report the missing link.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Dialpad. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Dialpad, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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