Make scheduled AgencyZoom follow-ups easier to act on
Give ready-to-call follow-ups a clear next step through Dialpad callbacks.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create callback
Queues a callback request for an agent at a call center to handle.
Why this helps
Follow-ups can sit in an agency record until someone remembers to place the call.
- Surface follow-ups on a predictable schedule.
- Create callback requests for records with the information Dialpad needs.
- Avoid callback requests when the record lacks a phone number.
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 review AgencyZoom follow-ups ready for a call and request a Dialpad callback when a usable phone number is present.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real follow-up record that includes a phone number.
Questions about this workflow
Will this call every AgencyZoom client?
No. Tell Notis which follow-ups count as ready for a call. The available AgencyZoom description does not define a specific follow-up status or filter.
What happens if the record has no phone number?
The instruction should ask Notis to skip the callback and report the missing phone number for follow-up.
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.
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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
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