Make selected stale leads ready for a call
Turn your scheduled re-engagement review into a more direct handoff by preparing Dialpad contacts for the leads you choose.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create new contact entry
Adds a new local or shared contact.
Why this helps
Older leads can slip out of sight when deciding who to call requires opening and copying each CRM record.
- Make selected re-engagement leads available in Dialpad
- Reduce context switching during review
- Create a repeatable handoff for leads your process identifies
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Dialpad once in Notis.
- 2Create an automation and describe how your review process identifies leads for re-engagement.
- 3Ask Notis to create Dialpad contacts using the selected lead details available to the scheduled run.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Test with one real selected lead and verify its contact entry.
Questions about this workflow
Can Notis determine which leads are stale?
Only if the scheduled run can access the relevant CRM data and your instruction defines the selection criteria. The context does not specify Agile CRM data access or a built-in trigger.
Will this call the leads?
No. The selected action creates Dialpad contact entries. It does not place calls.
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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