Turn callback requests in Agiled into Dialpad follow-up
Keep an explicit call request from getting lost between your CRM and your call center.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create callback
Queues a callback request for an agent at a call center to handle.
Why this helps
A callback request buried in a CRM record can be missed while the team switches between customer systems.
- Bring explicit callback requests into the Dialpad call center workflow.
- Avoid requesting a callback when consent or a phone number is absent.
- Keep the request tied to information available in the Agiled record.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Dialpad once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for callback requests.
- 3In one instruction, ask Notis to verify explicit callback consent and a phone number in the Agiled record, then create a callback through the specified Dialpad call center only when both are present.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real, consented callback request and confirm the callback in Dialpad.
Questions about this workflow
What starts the automation?
A Notis webhook starts it. Agiled has no trigger event listed in this workflow package.
What if the record does not show callback consent?
The instruction should tell Notis not to create a callback unless the record contains an explicit request and a phone number.
Does the callback action need a call center?
Yes. The Dialpad action creates a callback through a call center, so specify the intended call center in the instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Dialpad. A trigger fires from one place; an action lands in another.
Agiled 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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