Make access account review a regular habit
Keep dialing access visible with a short review tied to the team sources you maintain.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Access Accounts
View all sub-accounts.
Why this helps
Sub-account access can drift when account reviews depend on someone remembering to check them.
- Review the access account list on a predictable cadence.
- Compare with explicit team sources and criteria.
- Share a concise follow-up list without changing accounts.
Setup
Build it in a few focused steps.
- 1Connect AgentQL and Dialmycalls once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Describe in one instruction which team sources and access details to review and what follow-up to report.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real access account and confirm the report.
Questions about this workflow
Does the workflow change account activation status?
No. It lists access accounts and reports possible discrepancies. Updating or deleting accounts is separate.
What if the team roster is not on a website?
Provide the team information through a source available to the automation. AgentQL can inspect websites, but cannot access unsupplied information.
Can I choose the cadence?
Yes. Pick the recurring schedule in the automation setup that suits your review routine.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agentql to Dialmycalls. A trigger fires from one place; an action lands in another.
Agentql 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.
Agentql and Dialmycalls, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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