Route callback requests into Dialpad
Move a customer's request for a return call into the Dialpad call center workflow while the context is fresh.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create callback
Queues a callback request for an agent at a call center to handle.
Why this helps
Callback requests can get buried in CRM notes, forcing someone to spot them and submit them again.
- Reduce missed callback requests
- Start the return-call process from an incoming request
- Keep the customer's CRM context nearby
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Dialpad once in Notis.
- 2Create an automation and describe the callback outcome in one instruction.
- 3Ask Notis to create a Dialpad callback when an Agile CRM request includes a customer number and callback intent.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real callback request and a configured Dialpad call center.
Questions about this workflow
Does this place the call immediately?
The selected action creates a callback request in a Dialpad call center. It does not mean that a live call is placed immediately.
What details are needed?
The incoming request should include the customer's phone number and enough context to identify the requested callback. The Dialpad call center must also be available to receive the request.
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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