Keep new Agile CRM leads in your Dialmycalls contacts
Send a new lead's contact details to Notis once and have them added to Dialmycalls, without copying them by hand.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add Contact
Add a contact to your contact list.
Why this helps
New leads can sit outside your calling list when contact details have to be copied between systems.
- Reduce duplicate data entry when a lead arrives.
- Keep the new contact's available name, phone, and email together.
- Use the webhook payload as the source of contact details.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Dialmycalls once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to add the contact from each incoming Agile CRM lead payload to Dialmycalls, using only supplied details.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real lead payload and confirm the contact was added.
Questions about this workflow
How does Notis know when an Agile CRM lead is created?
Agile CRM has no listed trigger event here, so an HTTP request to the Notis webhook starts the automation. Arrange for the lead details to be included in that request.
What contact details can it add?
The Dialmycalls action supports a phone number and optional name, email, or group. The payload needs to supply the details you want included.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Dialmycalls. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Dialmycalls, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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