Review text outreach alongside agency context
Get a recurring summary of DialMyCalls text broadcasts, with AgencyZoom context you provide to help focus the review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Text Broadcasts
View outgoing text broadcasts on the account.
Why this helps
It takes extra effort to connect outreach history with the client or policy context needed for a useful review.
- Review broadcast history without switching between tools repeatedly
- Focus the summary on AgencyZoom context you provide
- Receive a scheduled report for follow-up
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 broadcast review.
- 3Tell Notis to list recent DialMyCalls text broadcasts and summarize relevant activity using the AgencyZoom context available to it.
- 4Choose a recurring Notis schedule as the trigger.
- 5Choose a report channel and test with one real broadcast review.
Questions about this workflow
Does this send text messages?
No. The selected action lists past text broadcasts for review.
Can it tell which clients received a message?
Only if that detail is available in the returned broadcast data or supplied context.
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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