Save lead details from Gmail to DialMyCalls
Keep phone numbers from new lead emails ready in DialMyCalls, without copying them by hand.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
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
Lead details arrive in email, then get lost while you switch apps to save each contact.
- Save time copying contact details from messages.
- Keep phone numbers from incoming leads in one place.
- Skip messages without a usable phone number.
Setup
Build it in a few focused steps.
- 1Connect Gmail and DialMyCalls once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3In one instruction, ask Notis to add a contact for each new lead email that includes a phone number, using only details present in the message.
- 4Choose the New Gmail Message Received trigger and select a report channel.
- 5Test with one real lead email and review the run report.
Questions about this workflow
What if an email has no phone number?
Tell Notis in the instruction to skip messages without a phone number. The workflow should not invent missing contact details.
Can I choose a contact group for the new lead?
This workflow uses the Add Contact action. It does not add the contact to a group.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Dialmycalls. A trigger fires from one place; an action lands in another.
Gmail 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.
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
Add Group
Tool to add a new contact group. use after deciding the group name to organize recipients into groups.
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Delete Access Account
Tool to delete an access (sub) account by id. use when removing a sub account after deprovisioning.
Delete Caller ID
Tool to delete a caller id. use when you need to permanently remove an existing caller id no longer in use.
Delete Contact
Tool to delete a contact by id. use when you need to permanently remove a contact from your list.
Delete Group
Tool to delete a contact group by id. use when you need to remove an existing contact group after confirming its id.
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.
Gmail and Dialmycalls, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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