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Notis

Spot contact gaps between AgencyZoom and DialMyCalls

Have Notis periodically review available contact data from both systems and report where a manual check may help.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

List Contacts

View contacts in your contact list.

Why this helps

Contacts can be present in one system and absent in another, leaving teams uncertain about who is ready for outreach.

  • Surface possible contact gaps in a scheduled review
  • Reduce manual list checking
  • Keep the review summary in a 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 contact review.
  • 3Tell Notis to compare available contact details from both apps and report likely missing entries without changing records.
  • 4Choose a recurring Notis schedule as the trigger.
  • 5Choose a report channel and test with one real review example.

Questions about this workflow

Does this workflow add missing contacts automatically?

No. The selected action lists DialMyCalls contacts, so this workflow reports possible gaps for review.

Can it compare fields that are not returned by the apps?

Only data available from the connected apps or supplied in the instruction can be compared.

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.

TriggerScheduled

Add Access Account

Add a sub-account with delegated dialing access.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add Contact

Add a contact to your contact list.

ActionInstant

Add Group

Create a group for organizing contacts.

ActionInstant

Delete Access Account

Delete a sub-account.

ActionInstant

Delete Caller ID

Permanently delete an existing caller ID.

ActionInstant

Delete Contact

Permanently delete a contact from your list.

ActionInstant

Delete Group

Delete an existing contact group.

ActionInstant

Delete Recording

Permanently delete a custom recording.

ActionInstant

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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