Keep qualified leads ready to call in Dialpad
When a lead is ready for a conversation, make their contact details available in Dialpad without re-entering 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
Copying lead details between sales tools adds busywork and leaves useful contacts out of your calling workflow.
- Reduce manual contact entry
- Keep qualified leads accessible to the calling team
- Use a clear CRM event to start the handoff
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Dialpad once in Notis.
- 2Create an automation in plain language or in Automations, New Automation.
- 3In one instruction, ask Notis to create a Dialpad contact from the lead details in the incoming Agile CRM request.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real qualified lead.
Questions about this workflow
Does Agile CRM provide a trigger for this workflow?
No Agile CRM trigger event is listed here. A webhook request starts the automation, and your process must send the qualified lead details to that webhook.
What happens if the webhook does not include a phone number?
Notis can only pass along details present in the request. Include the contact information needed to create a useful Dialpad entry.
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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