Give qualified leads a dedicated Dialmycalls group
Keep qualified prospects easier to find by adding them to the Dialmycalls group you name in the automation.
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
Qualified prospects can get lost in an undifferentiated contact list, making follow-up harder to organize.
- Separate qualified prospects from other contacts.
- Use qualification context included in the webhook payload.
- Make the intended recipient group explicit in the automation instruction.
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 a lead to the named Dialmycalls group only when the incoming payload identifies it as qualified.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one qualified lead payload and verify the contact appears in the intended group.
Questions about this workflow
Does this workflow decide what counts as qualified?
It can use qualification context supplied in the webhook payload and the rule you describe. If the payload has no qualification signal, provide a clear rule or field in the instruction.
Does it create the Dialmycalls group automatically?
This workflow uses the Add Contact action, which accepts an optional group. Create the intended group in Dialmycalls first.
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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