Make campaign follow-up contacts easy to find
Give your team a clean calling list by creating Dialpad contacts from campaign recipients you choose to follow up with.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create new contact entry
Adds a new local or shared contact.
Why this helps
Campaign follow-up gets harder when recipient details are scattered across CRM records and calling tools.
- Make selected recipients accessible in Dialpad
- Reduce repeated CRM searches during follow-up
- Carry campaign context into the handoff
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Dialpad once in Notis.
- 2Create an automation and describe which selected campaign recipients should be handed off.
- 3Ask Notis to create a Dialpad contact from the recipient information included in the request.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real recipient selected for follow-up.
Questions about this workflow
Does this automatically import every campaign recipient?
No. This workflow only processes recipients included in a webhook request. The request should identify the selected recipients your team intends to follow up with.
Can the contact include campaign context?
The action supports creating a contact entry. Include any relevant context in the request, and check the run report to confirm the resulting contact details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Dialpad. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Dialpad actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Access control policies listing
View a company's access control policies.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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When this happens · Trigger
Do this · Action
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