Carry revised Asana contact details into Dialpad
When someone updates a task with current contact details, Notis can add those details to Dialpad for follow-up.
Trigger
Task Updated
Triggers when a task is updated in a project.
Action
Create new contact entry
The createcontact endpoint adds a new contact to dialpad's system. use it to create local or shared contacts with comprehensive information. ideal for user onboarding, data migration, or system integrations. supports various contact details, with some fields restricted to single-line entries for consistency.
Why this helps
Updated phone or email details can stay in a task while Dialpad keeps outdated information.
- Bring revised task details into the calling workspace.
- Reduce manual re-entry after contact information changes.
- Keep the automation focused on updates that include usable contact information.
Setup
Build it in a few focused steps.
- 1Connect Asana and Dialpad once in the Notis portal.
- 2Create an automation by telling Notis the outcome you want, in a channel or in Automations, New Automation.
- 3In one instruction, ask Notis to create a Dialpad contact entry from updated Asana task details when usable contact information is present.
- 4Choose the Asana Task Updated trigger and select where run reports should go.
- 5Test with one real task updated with revised contact details.
Questions about this workflow
Does the listed action edit an existing Dialpad contact?
The available action creates a new contact entry. It does not specify an update-existing-contact operation.
How can I avoid duplicate contacts?
Instruct Notis to check available context for an existing contact before creating one, while noting that the listed action itself creates a contact entry.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Asana to Dialpad. A trigger fires from one place; an action lands in another.
Asana 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.
Attachment Added to Task
Triggers when an attachment is added to a task.
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.
New Comment on Task
Triggers when a comment is added to a task in a project.
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.
New Task Created
Triggers when a new task is created in a project.
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.
Task Moved to Section
Triggers when a task is moved to a section in a project.
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.
Tag Added to Task
Triggers when a tag is added to a task. Note: Asana's event structure is inverted for tag events — the resource is the task and the parent is the tag. So parent.gid gives the tag GID.
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.
Task Updated
Triggers when a task is updated in a project.
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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When this happens · Trigger
Do this · Action
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