Check details for important outreach groups
Keep selected group details easy to review with a scheduled Notis lookup and summary.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Group
View details of a contact group.
Why this helps
Group details are easy to lose track of when checking each one requires a separate account lookup.
- Retrieve details for specified groups
- Reduce repeated manual lookups
- Keep group review notes in the chosen report channel
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 group detail review.
- 3Tell Notis which DialMyCalls group ids to retrieve and what available details to summarize.
- 4Choose a recurring Notis schedule as the trigger.
- 5Choose a report channel and test with one real group id.
Questions about this workflow
Does this list every group?
No. The selected action gets a group by id. Use the list groups action if you need a full inventory.
Can it change group details?
No. The selected action retrieves group details only.
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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