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Notis

Carry do not call decisions from Agiled into Dialpad

Keep an explicit do not call decision visible in the system that handles incoming calls and messages.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Add blocked phone numbers

Add phone numbers to the blocked list to prevent calls or messages from them.

Why this helps

A do not call instruction can be missed if it stays only in a CRM record while calls and messages arrive elsewhere.

  • Bring explicitly marked do not call numbers to Dialpad's blocked list.
  • Require a verified E.164 number before adding it.
  • Use run reports to spot records that need correction.

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 do not call handling.
  • 3In one instruction, ask Notis to find Agiled records explicitly marked do not call and add only verified E.164 phone numbers to Dialpad's blocked list; report records with missing or invalid numbers.
  • 4Pick a recurring schedule and choose where run reports should go.
  • 5Test with one real record marked do not call and verify the number in Dialpad's blocked list.

Questions about this workflow

Will this block every number in Agiled?

No. The instruction should limit the action to numbers on records explicitly marked do not call.

What number format does Dialpad expect?

The listed action accepts E.164 formatted phone numbers. Records without a verified number in that format should be reported for correction.

Can this be event triggered by Agiled?

No Agiled trigger event is listed. This workflow uses a Notis cron schedule to check records periodically.

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.

TriggerScheduled

Access control policies listing

View a company's access control policies.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Add blocked phone numbers

Add phone numbers to the blocked list to prevent calls or messages from them.

ActionInstant

Add department operator by id

Add an operator to a department.

ActionInstant

Add member to channel

Add a user to a channel.

ActionInstant

Add member to coaching team

Add a member to a coaching team.

ActionInstant

Add operator to call center

Add an operator to a call center.

ActionInstant

Add operator to office

Add an operator to an office.

ActionInstant

Add participant to call

Add someone to an ongoing call.

ActionInstant

Connect any two apps with Notis in the middle.

Agiled and Dialpad, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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