Keep policyholder contacts close at hand
When an AgencyZoom webhook provides a policyholder's details, Notis can add them to your DialMyCalls contact list.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add Contact
Add a contact to your contact list.
Why this helps
Policyholder details spread across tools make it harder to keep an outreach list current.
- Keep policyholder contact details in one outreach list
- Avoid repeat entry across AgencyZoom and DialMyCalls
- Get a run report when details are missing
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 it for policyholder contact capture.
- 3Tell Notis to add the policyholder's available phone, name, email, and requested group to DialMyCalls.
- 4Choose the Notis webhook trigger and have AgencyZoom send the relevant event request to it.
- 5Choose a report channel and test with one real policyholder example.
Questions about this workflow
Can this workflow update an existing DialMyCalls contact?
The listed action adds a contact. Updating an existing contact is not among the available actions here.
Can I choose a group?
You can ask Notis to include a group name when adding the contact. The available context does not specify how DialMyCalls handles a group that does not yet exist.
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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