Bring Dialpad reporting into your Agiled review rhythm
Set up a recurring Dialpad report so call activity has a place in your regular customer and project review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create schedule reports endpoint
Creates a schedule for recurring reports.
Why this helps
When communication activity and CRM reviews happen separately, important follow-up context can be overlooked.
- Create a recurring Dialpad report as part of a regular review routine.
- Keep report setup connected to the review period your team uses in Agiled.
- Reduce the effort of remembering to configure reports manually.
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 the recurring review.
- 3In one instruction, ask Notis to use the Agiled review period if available and create a Dialpad scheduled report with supported report settings; have it report missing settings instead of guessing.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real review period and confirm the scheduled report in Dialpad.
Questions about this workflow
Does this report read Agiled data automatically?
The cron trigger starts the workflow. The instruction can ask Notis to consult Agiled for a review period, if that information is available.
Can the automation guess the report options?
No. Report type, delivery details, and other required settings should come from your instruction or available records. Missing settings should be reported.
Is the schedule an Agiled event?
No. It is a Notis recurring schedule, because no Agiled trigger events are listed.
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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