Check contact numbers before calling
Make a scheduled review of supplied phone numbers part of your contact-data routine.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Check Phone Number Against DNC Lists
Checks whether a phone number appears on federal or internal do-not-call lists.
Why this helps
A number's dial status can be missed when contact details are spread across CMS records and follow-up plans.
- Check supplied numbers against Federal or internal DNC lists.
- See statuses such as OK-TO-DIAL, FEDERAL DNC, or INTERNAL DNC.
- Give the team a report to review before making calls.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and Data247 once in Notis.
- 2Create an automation in the portal or describe it to Notis in plain language.
- 3Ask Notis to check the supplied CMS phone numbers against available DNC lists and report each returned status.
- 4Choose a recurring Notis cron schedule and where run reports should go.
- 5Test with one real phone number and review the reported status.
Questions about this workflow
Does an OK-TO-DIAL result replace our calling policies?
No. Treat it as the returned list status and follow your organization's applicable calling policies.
Will the workflow call or message any numbers?
No. It checks numbers and reports statuses.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Data247. A trigger fires from one place; an action lands in another.
Agility cms triggers
Data247 actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
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Append Name (CNAM Lookup)
Retrieves caller name information associated with a phone number.
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Append Profile Data
Retrieves identity, contact, demographic, property and vehicle details to enrich a consumer profile.
Append Reverse Email Lookup
Finds contact information associated with an email address.
Append Reverse Phone Lookup
Finds contact details associated with a phone number.
Connect any two apps with Notis in the middle.
Agility cms and Data247, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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