Keep qualified Agiled leads ready in Dialpad
Turn a qualified lead in Agiled into a Dialpad contact, so the details are ready when it is time to call.
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 systems creates busywork and leaves contacts incomplete when follow-up is due.
- Reduce duplicate data entry between CRM and phone system.
- Make verified lead details available in Dialpad for follow-up.
- Review each run in your chosen report channel.
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 give it a clear name.
- 3In one instruction, ask Notis to read the qualified Agiled lead from the webhook request and create a Dialpad contact using only details present in the record.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real qualified lead and confirm the resulting Dialpad contact.
Questions about this workflow
Does Agiled provide the trigger for this workflow?
No Agiled trigger event is listed here. A Notis webhook starts the automation, and its instruction should identify the Agiled record to read.
Will Notis fill in missing contact details?
No. It can use details available in the Agiled record, but missing values need to be supplied before the contact can be complete.
Can I check what happened?
Yes. Choose a report channel during setup, then review the run report and the contact created in Dialpad.
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.
Add blocked phone numbers
Add phone numbers to the blocked list to prevent calls or messages from them.
Add department operator by id
Add an operator to a department.
Add member to channel
Add a user to a channel.
Add member to coaching team
Add a member to a coaching team.
Add operator to call center
Add an operator to a call center.
Add operator to office
Add an operator to an office.
Add participant to call
Add someone to an ongoing call.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Dialpad.