Turn Agility form submissions into Dialpad contacts
Capture a new lead through your Agility-powered site and have Notis add their contact details to Dialpad.
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
New form leads can be lost between the website inbox and the phone system when someone has to re-enter each contact by hand.
- Put newly submitted lead details into Dialpad without retyping them.
- Make prospect contact records easier for the team to find.
- Reduce handoffs between the website and the phone system.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and Dialpad once in the Notis portal.
- 2Create an automation and describe how to turn a submitted lead into a Dialpad contact.
- 3Pick the Notis webhook trigger used by your Agility form submission flow.
- 4Choose where Notis should send run reports.
- 5Test with one real form submission and check the new Dialpad contact.
Questions about this workflow
What starts the workflow?
A Notis webhook starts it when the Agility-powered form flow sends an HTTP request to Notis.
What information should the submission contain?
Include the contact details you want saved and any required fields for creating a Dialpad contact. Notis can only use information present in the request.
Will it update existing contacts?
This action creates a new contact entry. Do not assume it will find or update a matching contact.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Dialpad. A trigger fires from one place; an action lands in another.
Agility cms 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.
Agility cms and Dialpad, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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