See your Dialmycalls group inventory on schedule
Get a recurring inventory of Dialmycalls groups to support audience planning alongside Agile CRM.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Groups
View all contact groups.
Why this helps
Group organization is easy to forget when there is no simple routine for checking what already exists.
- See existing groups in a recurring report.
- Reduce time spent manually checking group organization.
- Support audience planning with an up-to-date list.
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 list Dialmycalls groups and summarize the group inventory for Agile CRM audience planning.
- 4Choose a recurring schedule trigger and select where run reports should go.
- 5Test with one run and confirm the report reflects the returned groups.
Questions about this workflow
Does this compare groups with Agile CRM segments?
Only if the automation can access the needed segment details or you supply that information. The listed Dialmycalls action returns groups.
Can it remove unused groups?
No. This workflow uses the list action for review and does not delete groups.
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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