Check AgencyZoom numbers against Do-Not-Call lists
Put a consistent DNC check into your phone follow-up review so staff can see the returned status first.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Check Phone Number Against DNC Lists
Checks whether a phone number appears on federal or internal do-not-call lists.
Why this helps
A phone number's contact status can be missed when call lists are assembled from multiple client records.
- Check phone numbers against Federal or internal DNC lists.
- See returned statuses such as OK-TO-DIAL, Federal DNC, Internal DNC, or Unauthorized.
- Review screening results before deciding whether to call.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Data247 once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to check AgencyZoom phone numbers against DNC lists and report each returned status for review.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real phone number.
Questions about this workflow
Does an OK-TO-DIAL result guarantee a call is appropriate?
It is the status returned by this Data247 check. Review applicable policies and context before calling.
Can this add a number to an internal DNC list?
No. This workflow checks DNC status. Data247 has a separate action for adding numbers to its internal DNC list.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Data247. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Data247 actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Connect any two apps with Notis in the middle.
Agencyzoom and Data247, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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