Keep Dialpad SMS monitoring aligned with Airtable view changes
When a view's name or type changes, let Notis evaluate whether the messaging process changed and create the needed Dialpad SMS subscription.
Trigger
View Metadata Changed
Triggers when an Airtable view changes its name or type.
Action
Create sms event subscription
Creates a new sms event subscription in the dialpad api, allowing users to receive notifications for inbound and/or outbound sms messages. this endpoint enables fine-grained control over sms event monitoring, including options for filtering by direction, target, and message type. it's particularly useful for integrating real-time sms notifications into external systems or applications. the subscription can be configured to include or exclude internal company messages and to provide updates on message delivery statuses. use this endpoint when setting up new sms monitoring systems or when adjusting existing subscription parameters.
Why this helps
A revised tracking view can signal a messaging change that leaves event monitoring out of date.
- Review view changes for messaging monitoring implications.
- Create subscriptions only when the monitoring need is clear.
- Reduce manual checks after changes to Airtable tracking.
Setup
Build it in a few focused steps.
- 1Connect Airtable and Dialpad once in the Notis portal.
- 2Create a named automation in the portal or tell Notis from any channel.
- 3In one instruction, ask Notis to review the view metadata and create a Dialpad SMS event subscription only when the needed message direction, scope, and settings are available.
- 4Pick Airtable View Metadata Changed as the trigger and choose where run reports go.
- 5Test with one real metadata change and verify the subscription.
Questions about this workflow
Does the trigger tell Notis whether to monitor inbound or outbound messages?
The event identifies a view name or type change. Specify the intended monitoring context or ensure it is available from Airtable.
Can this guarantee a subscription is updated instead of duplicated?
The listed action creates a subscription. Have Notis check the available context and report if an existing subscription requires a different action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airtable to Dialpad. A trigger fires from one place; an action lands in another.
Airtable triggers
Dialpad actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Access control policies listing
Retrieves a list of access control policies for the authenticated dialpad company. this endpoint allows company administrators to view all custom sets of permissions defined for ai contact center settings. it should be used when auditing existing policies, preparing to assign roles to users, or before creating new policies to avoid duplication. the endpoint provides an overview of all policies but does not include detailed permission sets for each policy. for specific policy details, a separate api call may be required.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add blocked phone numbers
Adds specified phone numbers to the blocked list in dialpad. this endpoint allows users to block unwanted or spam numbers, preventing incoming calls or messages from these numbers. it accepts a list of e.164 formatted phone numbers and adds them to the user's blocked list. this tool should be used when there's a need to block multiple phone numbers at once, enhancing the platform's call and message filtering capabilities. it's particularly useful for maintaining communication hygiene and reducing unwanted interactions. note that this operation is additive; it doesn't replace the existing blocked list but appends to it.
Base Metadata Changed
Triggers when an existing Airtable base changes its name or permission level.
Add department operator by id
Adds a new operator to a specific department in dialpad. this endpoint allows you to assign either a user or a room as an operator, with the option to specify their role. it's used to manage call handling and department operations by adding new operators or updating existing ones with different roles. the department id is specified in the url path. use this when setting up new departments, expanding existing ones, or adjusting operator assignments and roles within a department.
Base Schema Changed
Triggers when tables, fields, or views change in an Airtable base.
Add member to channel
Adds a new member to a specified channel within the dialpad communication platform. this endpoint allows you to expand the membership of a channel by providing the user id of the person you want to add. it's particularly useful for programmatically managing channel memberships, such as when onboarding new team members or reorganizing communication structures. the endpoint should be used when you need to include a user in a channel's conversations and collaborations. note that this operation only adds the user to the channel; it does not create new users or channels. ensure that both the channel id (specified in the url) and the user id (provided in the request body) exist in your dialpad organization before making this call.
User Profile Changed
Triggers when the connected Airtable user's profile information changes.
Add member to coaching team
Adds a new member to a specific coaching team in dialpad. this endpoint allows you to assign a user to a coaching team with a designated role, enabling effective team management and performance monitoring. use this when you need to include a new coach or trainee in an existing coaching team. the endpoint requires the coaching team id in the url path and the member details in the request body. it's particularly useful for setting up or expanding coaching teams for call center training and quality assurance purposes.
View Created
Triggers when a new view is created in an Airtable base.
Add operator to call center
This endpoint adds a new operator to a specified call center in the dialpad system. it allows for the configuration of the operator's role, skill level, and license type, as well as managing phone number retention when switching to a support license. use this endpoint when you need to expand your call center team or adjust an existing user's role within the call center. the endpoint is particularly useful for setting up new operators with specific skill levels and roles, which can help in optimizing call routing and management within the call center. note that while adding an operator, careful consideration should be given to the license type and role assigned, as these affect the operator's capabilities and the associated costs.
View Deleted
Triggers when a previously known Airtable view is deleted.
Add operator to office
This endpoint adds a new operator to a specific office within the dialpad system. it allows administrators to assign users or rooms as operators, enhancing the office's communication capabilities. the endpoint requires the office id (specified in the path), the operator's id, and the type of operator (user or room). optionally, the role of the new operator can be set to either standard operator or admin. use this endpoint when you need to expand or modify the operator team for a particular office, ensuring efficient call handling and management within the dialpad platform.
View Metadata Changed
Triggers when an Airtable view changes its name or type.
Add participant to call
Adds a new participant to an existing call in the dialpad system. this endpoint allows you to include additional members in an ongoing call by specifying either a phone number or a target within your dialpad organization. use this when you need to add someone to a call that is already in progress, such as bringing in an expert or including a manager in a customer service call. the endpoint requires the id of the existing call and the details of the new participant. it's important to note that the target, if used, must have a primary number assigned in the dialpad system.
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