Keep account context ready for research handoffs
When research follow-up may involve another operator, keep the delegated Dialmycalls accounts and their available details easy to review.
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
A handoff can stall when nobody knows which delegated accounts are available for dialing work.
- Make delegated account context easier to find
- Support smoother handoffs from research to outreach
- Review available account details without a manual lookup
Setup
Build it in a few focused steps.
- 1Connect Agenty and Dialmycalls once in the Notis portal.
- 2Create an automation and ask Notis to list Dialmycalls access accounts and format returned names and statuses for a research handoff report.
- 3Pick a Notis cron trigger and choose a recurring schedule that keeps the handoff context current.
- 4Choose a report channel for the people coordinating follow-up.
- 5Test with one run and confirm only returned account details appear.
Questions about this workflow
Does this assign a research lead to a sub-account?
No. It provides account context only and does not assign work or change account access.
Will it know who is available to handle follow-up?
Only if Dialmycalls returns relevant availability details. Otherwise, the report can show the account information available and note what is missing.
Can I trigger this from a specific Agenty result?
This package uses a schedule because Agenty has no listed trigger events.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Dialmycalls. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty and Dialmycalls, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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