Create a Dialpad scheduled report from a page version
Put reporting commitments into Dialpad instead of leaving them in release notes.
Trigger
Page Version Created
Triggers when a new version is created for a specific Confluence page.
Action
Create schedule reports endpoint
Creates a scheduled report in the dialpad system for various types of communication data. this endpoint allows users to automate the generation and delivery of reports on a regular basis, such as call logs, user statistics, or voicemails. it's particularly useful for managers, administrators, and analysts who need consistent, periodic insights into communication patterns and performance metrics. the endpoint offers flexible scheduling options, including daily, weekly, or monthly frequencies, and can target specific organizational units or user groups. use this when you need to set up recurring reports for monitoring, compliance, or analytical purposes. note that this endpoint creates a new schedule; to modify existing schedules, use the appropriate update endpoint.
Why this helps
Reporting instructions get written down but never become recurring deliverables.
- Converts written requirements into recurring reports
- Preserves the requested cadence and recipients
- Reduces manual report setup
Setup
Build it in a few focused steps.
- 1Connect Confluence and Dialpad once in Notis.
- 2Create an automation for creating scheduled reports from approved page versions.
- 3Tell Notis to read the report type, cadence, recipients, and scope from each qualifying page version, then create the Dialpad schedule.
- 4Pick the Page Version Created trigger and choose a report destination.
- 5Test with one page version containing complete report instructions.
Questions about this workflow
What if the reporting details are incomplete?
Tell Notis to report the missing details and avoid creating an incomplete schedule.
Can this be limited to one page?
Yes. Specify the page or page pattern in the automation instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Confluence to Dialpad. A trigger fires from one place; an action lands in another.
Confluence 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.
New Attachment Added
Triggers when a new attachment is uploaded to a Confluence page. Optionally filters by media type.
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.
Blog Post Added to Label
Triggers when a new blog post is added to a specific label in Confluence.
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.
Blogpost Inline Comment Added
Triggers when a new inline comment is added to a Confluence blog post.
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.
Blog Post Like Count Changed
Triggers when a Confluence blog post's like count changes (someone likes or unlikes).
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.
Blog Post Updated
Triggers when a Confluence blog post is updated (any edit that creates a new version).
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.
Content Restrictions Changed
Triggers when view or edit restrictions change on a Confluence page or blog post. Detects user/group restrictions being added, removed, or modified.
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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