Bring call activity into your pipeline review
Give your regular deal review a dependable view of communication activity from Dialpad.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create schedule reports endpoint
Creates a schedule for recurring reports.
Why this helps
Pipeline reviews take longer when call activity has to be gathered by hand each time.
- Schedule Dialpad communication reporting for a recurring review.
- Reduce manual report setup before pipeline meetings.
- Keep call activity available alongside deal status.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Dialpad once in Notis.
- 2Create an automation that schedules the Dialpad report needed for your pipeline review.
- 3Pick a recurring schedule as the trigger.
- 4Choose where run reports should go.
- 5Test with one real report configuration and confirm the report settings.
Questions about this workflow
Does the report include Affinity deal data?
The selected action creates a Dialpad report. Deal data is not guaranteed by that action, so confirm the report type and available information in Dialpad.
Can it run on the same cadence as our pipeline review?
Yes. Choose a Notis schedule that matches the review cadence.
What report details should I specify?
Describe the Dialpad report type, relevant time period, and intended delivery details supported by the action.
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.
Add blocked phone numbers
Add phone numbers to the blocked list to prevent calls or messages from them.
Add department operator by id
Add an operator to a department.
Add member to channel
Add a user to a channel.
Add member to coaching team
Add a member to a coaching team.
Add operator to call center
Add an operator to a call center.
Add operator to office
Add an operator to an office.
Add participant to call
Add someone to an ongoing call.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Dialpad.