Use spreadsheet metrics to label calls in Dialpad
Make a meaningful metric change visible on the related Dialpad call for later review.
Trigger
Aggregate Metric Changed
Triggers when an aggregate metric (SUM/COUNT/AVG/MIN/MAX) changes in a Google Sheets spreadsheet. This trigger monitors an aggregate calculation on a target column (optionally filtered by a search column/value) and fires when the calculated result changes.
Action
Attach labels to call
Creates or updates labels for a specific call in the dialpad system. this endpoint allows you to attach one or more labels to a call, which can be used for categorization, filtering, or tracking purposes. the function takes a call id and an array of label strings, replacing any existing labels on the call with the provided set. use this when you need to categorize a call or update its existing labels. the endpoint is particularly useful for integrating call labeling into automated workflows or custom applications built on top of dialpad. note that this operation will overwrite any previously existing labels on the call.
Why this helps
A spreadsheet can reveal a call that needs attention, while the relevant call remains difficult to find in Dialpad.
- Surface a metric-driven review decision on a Dialpad call.
- Reduce manual call labeling after reviewing spreadsheet results.
- Keep call categorization aligned with a monitored metric.
Setup
Build it in a few focused steps.
- 1Connect Google Sheets and Dialpad once in the Notis portal.
- 2Create an automation in the portal or tell Notis in plain language.
- 3Describe the outcome: when the monitored aggregate changes, label the Dialpad call identified by available data with the specified label.
- 4Pick the Aggregate Metric Changed trigger and choose where run reports go.
- 5Test with one real metric change and a call identifier.
Questions about this workflow
What does the aggregate trigger monitor?
It monitors a SUM, COUNT, AVG, MIN, or MAX calculation on a target column, optionally filtered by a search column and value, and fires when the result changes.
How does Notis know which call to label?
The call identifier must be available in the data returned to the workflow or otherwise provided in its instruction context.
Does labeling replace existing labels?
The listed Dialpad action replaces any existing labels on the call with the supplied label array. Account for that behavior in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Sheets to Dialpad. A trigger fires from one place; an action lands in another.
Google Sheets 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.
Aggregate Metric Changed
Triggers when an aggregate metric (SUM/COUNT/AVG/MIN/MAX) changes in a Google Sheets spreadsheet. This trigger monitors an aggregate calculation on a target column (optionally filtered by a search column/value) and fires when the calculated result changes.
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.
Cell Range Values Changed
Triggers when values in a specified A1 range change in Google Sheets. This trigger monitors a specific cell or range of cells and fires when any values change.
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.
Conditional Format Rule Changed
Triggers when conditional formatting rules change in a Google Spreadsheet. Detects when rules are added, updated, or removed. Uses snapshot-based diffing to detect changes between polls.
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.
Data Validation Rule Changed
Triggers when data validation rules change (added/updated/removed) in a Google Spreadsheet. Uses snapshot-based diffing to detect changes between polls.
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.
Developer Metadata Changed
Triggers when developer metadata entries change (new/updated/removed) in a Google Spreadsheet. Uses snapshot-based diffing to detect changes between polls.
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.
Filtered Range Values Changed
Polling trigger that monitors Google Sheets filtered ranges for value changes. Uses snapshot-based diffing to detect when values matching a data filter change. Emits the matched values when changes are detected.
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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Google Sheets and Dialpad, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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