Keep outreach groups organized across your agency
Get a scheduled view of DialMyCalls groups and have Notis flag organizational gaps based on 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 Groups
View all contact groups.
Why this helps
A growing list of outreach segments is harder to maintain when no one has time to review group organization.
- See the current DialMyCalls group inventory on a schedule
- Identify organization gaps using the AgencyZoom context you provide
- Avoid relying on memory for periodic list reviews
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 review.
- 3Tell Notis to list DialMyCalls groups and summarize any organizational gaps against the AgencyZoom segments you specify.
- 4Choose a recurring Notis schedule as the trigger.
- 5Choose a report channel and test with one real group review.
Questions about this workflow
Will this delete or rename groups?
No. The selected action lists groups, so this workflow provides a review report.
Where does the AgencyZoom segment context come from?
Provide the segment names or criteria in your instruction or available AgencyZoom data. Notis cannot infer information the apps do not provide.
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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