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Notis

Make prospect review a predictable routine

Set a recurring check that compares available Agenty prospect results with Dialmycalls contacts and gives you a concise list of likely matches.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

List Contacts

View contacts in your contact list.

Why this helps

Prospect research and contact lists drift apart when nobody has a clear time to reconcile them.

  • Create a repeatable contact review habit
  • Spot potential duplicates before outreach
  • Get a concise report without reopening each research result

Setup

Build it in a few focused steps.

  • 1Connect Agenty and Dialmycalls once in the Notis portal.
  • 2Create an automation and tell Notis to review the available Agenty prospect data against Dialmycalls contacts, then report likely matches.
  • 3Pick a Notis cron trigger and set the schedule that fits your review routine.
  • 4Choose where Notis should send run reports.
  • 5Test with one real prospect and confirm the report uses only data available to both apps.

Questions about this workflow

Does this workflow fetch new Agenty research automatically?

Only if the Agenty data is available to the automation when it runs. This package uses a Notis schedule because Agenty has no listed trigger events.

Can it add missing contacts too?

This workflow reviews contacts and reports likely matches. It does not add contacts.

What schedule should I use?

Choose a cadence that matches how often your research changes and when you review outreach. Notis lets you pick the recurring schedule.

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.

TriggerScheduled

Add Access Account

Add a sub-account with delegated dialing access.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add Contact

Add a contact to your contact list.

ActionInstant

Add Group

Create a group for organizing contacts.

ActionInstant

Delete Access Account

Delete a sub-account.

ActionInstant

Delete Caller ID

Permanently delete an existing caller ID.

ActionInstant

Delete Contact

Permanently delete a contact from your list.

ActionInstant

Delete Group

Delete an existing contact group.

ActionInstant

Delete Recording

Permanently delete a custom recording.

ActionInstant

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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