Keep key contact details easy to verify
Have Notis look up contacts you identify and report their available details for an AgencyZoom follow-up review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Contact
View details of a specific contact.
Why this helps
Verifying a contact means finding the right record and checking it manually, which is easy to defer.
- Check specific contact records on a schedule
- Bring available details into a report
- Reduce repeated account navigation
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 selected contact review.
- 3Tell Notis which DialMyCalls contact ids to retrieve and what details to summarize against available AgencyZoom context.
- 4Choose a recurring Notis schedule as the trigger.
- 5Choose a report channel and test with one real contact id.
Questions about this workflow
Can this find a contact by name?
The selected action retrieves a contact by its unique id. Provide the id or choose a list contacts workflow for a broader search.
Will it update the contact?
No. This action retrieves details only.
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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