Make support escalation callers ready in Dialpad
When a support escalation needs a personal conversation, place the customer's details where your team can act on them.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create new contact entry
Adds a new local or shared contact.
Why this helps
Escalated customers can wait while someone searches for their number and adds it to the calling tool.
- Reduce time spent preparing escalation calls
- Make selected customers easy to find in Dialpad
- Keep the handoff tied to an explicit escalation request
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Dialpad once in Notis.
- 2Create an automation and describe which support escalation requests should be handed off.
- 3Ask Notis to create a Dialpad contact from customer details included in the request.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real escalation selected for a call.
Questions about this workflow
Does this create a support ticket or call the customer?
No. The action creates a Dialpad contact entry. It does not create an Agile CRM ticket or place a call.
How does the escalation start the automation?
Agile CRM trigger events are not listed here. Your process must send an HTTP request with the escalation details to the Notis webhook.
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.
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When this happens · Trigger
Do this · Action
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