Check Before Adding a New Contact
A quick look at your DialMyCalls records can help prevent duplicate entries when a new HubSpot contact arrives.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
List Contacts
Tool to list all contacts in your contact list. use when fetching paginated or filtered contact data for review (e.g., after adding or updating contacts).
Why this helps
Adding every new CRM record by hand can create duplicates when a person is already in the calling list.
- Spot possible existing entries
- Reduce avoidable duplicate records
- Make contact-list upkeep easier
Setup
Build it in a few focused steps.
- 1Connect HubSpot and DialMyCalls once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel.
- 3Ask Notis in one instruction to list DialMyCalls contacts and report possible matches for each new HubSpot contact.
- 4Choose the HubSpot Contact Created trigger and a report channel.
- 5Test with one real contact and inspect the match report.
Questions about this workflow
Will this remove duplicate contacts?
No. It lists contacts for review and reports possible matches; it does not delete records.
What if a reliable match cannot be found?
Review the results manually. The workflow depends on identifying information shared between the HubSpot contact and DialMyCalls records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Dialmycalls. A trigger fires from one place; an action lands in another.
Hubspot 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.
Contact Created Trigger
Contact Created Trigger
Add Group
Tool to add a new contact group. use after deciding the group name to organize recipients into groups.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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.
Hubspot and Dialmycalls, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Dialmycalls.