Carry phone opt-outs into Dialpad
When your CRM records a number that should no longer reach your team, add it to Dialpad's blocked list through a deliberate webhook request.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add blocked phone numbers
Add phone numbers to the blocked list to prevent calls or messages from them.
Why this helps
Opt-out and spam notes do not help if the number remains available for calls or messages in another tool.
- Reduce unwanted calls and messages from flagged numbers
- Keep CRM handling aligned with Dialpad blocking
- Avoid manually re-entering a reported number
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Dialpad once in Notis.
- 2Create an automation and state that only explicitly flagged opt-out or spam reports should be processed.
- 3Ask Notis to add the reported E.164 phone number to Dialpad's blocked list.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real, authorized block request.
Questions about this workflow
Will every Agile CRM opt-out be blocked?
Only if your process sends that event and phone number to the Notis webhook, and the instruction treats it as a block request. Agile CRM trigger events are not listed here.
What number format should the request contain?
The action expects phone numbers in E.164 format. Confirm the incoming number is provided in that format before testing.
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.
Add blocked phone numbers
Add phone numbers to the blocked list to prevent calls or messages from them.
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When this happens · Trigger
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