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Notis

Keep call broadcast activity easy to review

Notis can periodically check DialMyCalls call records and summarize what matters for the AgencyZoom context you provide.

Trigger

Recurring schedule

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

Action

List Calls

View call broadcasts on the account.

Why this helps

Call broadcast history is easy to overlook when it takes a separate manual review to connect it with agency work.

  • Review call broadcast activity on a schedule
  • Connect the summary to supplied AgencyZoom context
  • Keep follow-up questions visible in a report

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 call broadcast review.
  • 3Tell Notis to list relevant DialMyCalls calls and summarize activity using available AgencyZoom context.
  • 4Choose a recurring Notis schedule as the trigger.
  • 5Choose a report channel and test with one real call review.

Questions about this workflow

Does this start or schedule calls?

No. The selected action lists existing call broadcasts.

Can it summarize call outcomes?

It can summarize fields returned by DialMyCalls. If a needed outcome is not available, supply it or leave it out of the requested summary.

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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