Turn call activity into a clear Agiled follow-up review
Get a scheduled summary of DialMyCalls call records with possible Agiled follow-up items highlighted for your review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Calls
View call broadcasts on the account.
Why this helps
Call activity and CRM follow-up can live in separate places, leaving the next step unclear.
- Summarize call records without opening multiple screens
- Spot likely follow-up needs in available Agiled context
- Separate observed call data from suggested next steps
Setup
Build it in a few focused steps.
- 1Connect Agiled and DialMyCalls once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, ask Notis to list DialMyCalls calls and summarize relevant activity alongside available Agiled context, labeling suggested follow-ups as suggestions.
- 4Pick a recurring Notis schedule and choose where run reports go.
- 5Run once with real call records and review the summary and suggested follow-ups.
Questions about this workflow
Will this create tasks in Agiled?
No. The selected DialMyCalls action lists calls. The workflow reports suggested follow-ups but does not create Agiled tasks.
Can it report call outcomes?
It can summarize only the call information returned by DialMyCalls and context available from Agiled. Missing history or outcome details must be supplied or are left out.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Dialmycalls. A trigger fires from one place; an action lands in another.
Agiled triggers
Dialmycalls actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Access Account
Add a sub-account with delegated dialing access.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Contact
Add a contact to your contact list.
Add Group
Create a group for organizing contacts.
Delete Access Account
Delete a sub-account.
Delete Caller ID
Permanently delete an existing caller ID.
Delete Contact
Permanently delete a contact from your list.
Delete Group
Delete an existing contact group.
Delete Recording
Permanently delete a custom recording.
Connect any two apps with Notis in the middle.
Agiled and Dialmycalls, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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