Create a Dialpad call review link from a structured document
Make a review ready when the document gains the structure your team expects.
Trigger
Document Structure Changed
Triggers when a Google Doc's structure changes (headers/footers added/removed, tables/images count changes). This trigger monitors a specific document for structural changes like: - Headers added or removed - Footers added or removed - Tables added or removed - Images (inline objects) added or removed - Positioned objects added or removed - Footnotes added or removed
Action
Create call review share link
Creates a shareable link for a specific call review in the dialpad platform. this endpoint allows users to generate a url that can be used to share call recordings or summaries with others, either within the company or publicly. it's particularly useful for sharing important call information, training materials, or for compliance purposes. the function provides control over the privacy level of the shared content, allowing for secure sharing within an organization or broader distribution as needed.
Why this helps
Teams finish organizing a review document but still need to manually find and share the call recording.
- Speed up review handoffs
- Share the right call faster
- Reduce coordination overhead
Setup
Build it in a few focused steps.
- 1Connect Google Docs and Dialpad in Notis once.
- 2Create an automation named Structured review to share link.
- 3Tell Notis to identify the related Dialpad call review and create a share link when the document structure indicates the review is ready.
- 4Pick Document Structure Changed as the trigger and choose a report channel.
- 5Test it by adding the expected table or section to one document.
Questions about this workflow
What structural changes are monitored?
The trigger can detect changes such as headers, footers, tables, and images.
Can the link be restricted?
Use the Dialpad action options supported by your connected account and specify the intended audience in the prompt.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Docs to Dialpad. A trigger fires from one place; an action lands in another.
Google Docs 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 Document Created
Triggers when a new Google Doc is created. This trigger monitors Google Docs and fires when new documents are detected. Uses timestamp filtering to efficiently poll for new documents.
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.
Document Deleted
Triggers when an existing Google Doc is deleted (moved to trash). This trigger monitors Google Docs and fires when documents are trashed.
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.
Document Placeholder Filled
Triggers when a Google Doc's plain text changes such that a configured placeholder token/pattern is no longer present (i.e., the document has been filled in). This trigger monitors a specific Google Doc and fires when a placeholder pattern that was previously present is no longer found in the document's plain text.
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.
Document Search Update
Triggers when a Google Doc matching a user-defined search query is newly created or updated since the last poll. This trigger uses timestamp filtering to efficiently monitor documents.
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.
Document Structure Changed
Triggers when a Google Doc's structure changes (headers/footers added/removed, tables/images count changes). This trigger monitors a specific document for structural changes like: - Headers added or removed - Footers added or removed - Tables added or removed - Images (inline objects) added or removed - Positioned objects added or removed - Footnotes added or removed
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.
Document Updated
Triggers when an existing Google Doc is updated or modified. This trigger monitors Google Docs and fires when documents are updated.
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.
Connect any two apps with Notis in the middle.
Google Docs and Dialpad, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Dialpad.