Review who has DialMyCalls access
Get a scheduled view of DialMyCalls access accounts so account administration does not depend on memory.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Access Accounts
View all sub-accounts.
Why this helps
Sub-account access can be overlooked when account administration happens only during onboarding or offboarding.
- See access accounts in a scheduled summary
- Make account administration easier to revisit
- Keep potential access questions visible for manual action
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and DialMyCalls once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name the access account review.
- 3Tell Notis to list DialMyCalls access accounts and summarize the available details relevant to your agency operations.
- 4Choose a recurring Notis schedule as the trigger.
- 5Choose a report channel and test with one real access account review.
Questions about this workflow
Will this deactivate or remove an account?
No. The selected action lists access accounts for review.
Can it compare accounts with an AgencyZoom roster?
It can compare only if the roster is available from AgencyZoom or supplied in the instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Dialmycalls. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Dialmycalls, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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