Keep new intake contacts ready in Dialmycalls
A new intake file lands in Box. Notis checks it for contact details and adds the person to Dialmycalls when a phone number is present.
Trigger
New File Added to Folder
Triggers when a new file is added to a folder in Box. This trigger monitors a specific Box folder and fires when new files are detected. Only files (not folders or web links) are monitored.
Action
Add Contact
Tool to add a contact to your contact list. use when you need to store a new contact's phone (and optional name, email, or group) before sending messages.
Why this helps
Copying phone numbers from intake files by hand creates busywork and makes it easy to miss a follow-up contact.
- Avoid retyping phone numbers from intake files.
- Skip records that do not include a usable phone number.
- Keep contact setup close to where intake documents arrive.
Setup
Build it in a few focused steps.
- 1Connect Box and Dialmycalls once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to add a Dialmycalls contact for each new Box file containing a person's phone number and name, if available.
- 4Pick the Box New File Added to Folder trigger and choose where run reports should go.
- 5Test with one real intake file that includes a phone number.
Questions about this workflow
Will this add every new file as a contact?
No. Instruct Notis to add a contact only when the file contains a usable phone number. Files without one should be skipped and reported.
What if a file has several phone numbers?
Tell Notis which number to use, such as the primary contact number. If the document does not make that clear, have Notis report it for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Box to Dialmycalls. A trigger fires from one place; an action lands in another.
Box triggers
Dialmycalls actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Access Account
Tool to add a new access (sub) account. use when you need to delegate dialing capabilities to another user after setting up your master account.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Contact
Tool to add a contact to your contact list. use when you need to store a new contact's phone (and optional name, email, or group) before sending messages.
Collaboration Details Changed
Triggers when a collaboration's details change (e.g., role, status, expiration). This trigger monitors a specific collaboration and detects when any meaningful field changes, such as role, status, expiration date, access type, or acknowledgment status.
Add Group
Tool to add a new contact group. use after deciding the group name to organize recipients into groups.
Comment Changed
Triggers when a comment's content or details change in Box. This trigger monitors a specific Box comment and detects when any meaningful field changes, such as message text edits, tagged message changes, or modification timestamp updates.
Delete Access Account
Tool to delete an access (sub) account by id. use when removing a sub account after deprovisioning.
New File Comment Added
Triggers when a new comment is added to a file in Box. This trigger monitors a specific Box file and fires when new comments are detected.
Delete Caller ID
Tool to delete a caller id. use when you need to permanently remove an existing caller id no longer in use.
File Metadata Changed
Triggers when a file's metadata or properties change in Box. This trigger monitors a specific Box file and fires when changes are detected in key fields like name, description, size, modification time, parent folder, or status.
Delete Contact
Tool to delete a contact by id. use when you need to permanently remove a contact from your list.
File Shared Link Changed
Triggers when a file's shared link settings change in Box. This trigger monitors a specific Box file's shared link and fires when changes are detected in the shared link configuration, such as access level, permissions, password protection, expiration date, or vanity URL.
Delete Group
Tool to delete a contact group by id. use when you need to remove an existing contact group after confirming its id.
New File Version Uploaded
Triggers when a new file version is uploaded to a file in Box. This trigger monitors a specific Box file and fires when new versions are detected.
Delete Recording
Tool to delete a recording by id. use when you need to permanently remove a custom recording after confirming its recording id.
Connect any two apps with Notis in the middle.
Box and Dialmycalls, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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