Bring Dialpad activity into your recurring follow-up review
Set up a recurring Dialpad report so your team has a consistent view of communication activity when reviewing CRM follow-up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create schedule reports endpoint
Creates a schedule for recurring reports.
Why this helps
Follow-up reviews lose momentum when communication activity has to be gathered manually each time.
- Automate report scheduling for regular reviews
- Reduce manual report setup
- Create a repeatable review input for the team
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Dialpad once in Notis.
- 2Create an automation and describe the Dialpad report type and review purpose.
- 3Ask Notis to create a scheduled Dialpad report on the cadence you choose.
- 4Pick the recurring schedule trigger and choose where run reports should go.
- 5Test with one scheduled report request and confirm the report configuration.
Questions about this workflow
Does this analyze Agile CRM records?
The selected action creates a scheduled Dialpad report. It does not read Agile CRM records or reconcile them with Dialpad activity.
Which report types can I schedule?
The event description supports several communication data types, including call logs, user statistics, or voicemails. Choose an available report type in 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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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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