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Start SMS event monitoring for customer follow-up

When a CRM process needs message visibility, create a Dialpad SMS event subscription from a clear webhook request.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Create sms event subscription

Creates a subscription for notifications about inbound or outbound SMS events.

Why this helps

Teams can miss message activity when follow-up processes depend on someone remembering to set up monitoring.

  • Start SMS monitoring from an explicit CRM process
  • Support follow-up processes that need message event notifications
  • Avoid repeating subscription setup by hand

Setup

Build it in a few focused steps.

  • 1Connect Agile CRM and Dialpad once in Notis.
  • 2Create an automation and describe when SMS monitoring should be requested.
  • 3Ask Notis to create a Dialpad SMS event subscription using the direction and filters supplied in the request.
  • 4Pick the webhook trigger and choose where run reports should go.
  • 5Test with one real setup request and check the subscription result.

Questions about this workflow

Does this send or read SMS messages?

No. The selected action creates an SMS event subscription. It does not send messages or retrieve message history.

What subscription settings should I provide?

Provide the direction and any target or message type filters required for your intended monitoring. The available event description does not specify exact field names.

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.

TriggerScheduled

Access control policies listing

View a company's access control policies.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add blocked phone numbers

Add phone numbers to the blocked list to prevent calls or messages from them.

ActionInstant

Add department operator by id

Add an operator to a department.

ActionInstant

Add member to channel

Add a user to a channel.

ActionInstant

Add member to coaching team

Add a member to a coaching team.

ActionInstant

Add operator to call center

Add an operator to a call center.

ActionInstant

Add operator to office

Add an operator to an office.

ActionInstant

Add participant to call

Add someone to an ongoing call.

ActionInstant

Connect any two apps with Notis in the middle.

Agile CRM and Dialpad, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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