Have Dialpad reports ready for agency reviews
Make communication reporting part of your review routine, with less manual setup.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create schedule reports endpoint
Creates a schedule for recurring reports.
Why this helps
Preparing a regular performance review can mean remembering to request communication reports each time.
- Make recurring communication reports easier to request.
- Reduce the chance of forgetting a report before a review.
- Keep the report type and delivery details explicit in your instruction.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Dialpad once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what you want from any channel.
- 3In one instruction, ask Notis to create the Dialpad report you need and specify its report type and delivery details.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real report request and confirm the available Dialpad report options meet your needs.
Questions about this workflow
Does this combine AgencyZoom and Dialpad metrics automatically?
No such cross-app report is specified. The listed action creates a scheduled report in Dialpad; provide the report type and delivery details you need.
Which report types are supported?
The action description mentions communication data such as call logs, user statistics, or voicemails. Confirm the available options when setting up the automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Dialpad. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Dialpad actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Access control policies listing
View a company's access control policies.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add blocked phone numbers
Add phone numbers to the blocked list to prevent calls or messages from them.
Add department operator by id
Add an operator to a department.
Add member to channel
Add a user to a channel.
Add member to coaching team
Add a member to a coaching team.
Add operator to call center
Add an operator to a call center.
Add operator to office
Add an operator to an office.
Add participant to call
Add someone to an ongoing call.
Connect any two apps with Notis in the middle.
Agencyzoom and Dialpad, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Dialpad.