Keep renewal prospects on your follow-up list
Bring renewal prospect details from AgencyZoom into DialMyCalls when your webhook starts the workflow.
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
Renewal follow-ups can slip when prospect details need to be copied into another system first.
- Make renewal prospects easier to find in DialMyCalls
- Cut a manual transfer step
- Keep run reports available for follow-up
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and DialMyCalls once in the Notis portal.
- 2Create a named automation from Automations, New Automation.
- 3Tell Notis to add the renewal prospect's available phone, name, email, and group to DialMyCalls.
- 4Choose the Notis webhook trigger and connect the relevant AgencyZoom event request.
- 5Choose where run reports go and test with one real renewal prospect.
Questions about this workflow
Will this workflow send a renewal reminder?
No. It adds a contact to DialMyCalls. Sending messages is not one of the supplied DialMyCalls actions.
Does AgencyZoom provide the renewal date automatically?
The source description does not list specific event fields. Include any renewal context you need in the webhook data or instruction.
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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