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Notis

Choose an Outreach Audience with Current Group Context

Get a clear view of existing DialMyCalls groups when a new contact arrives, then decide where they belong.

Trigger

Contact Created Trigger

Contact Created Trigger

Action

List Groups

Tool to list all contact groups. use when you need an overview of existing groups before sending messages.

Why this helps

Choosing an audience from memory can create extra work and inconsistent contact organization.

  • Bring existing group choices into view
  • Support consistent audience decisions
  • Reduce time spent searching for group names

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.
  • 3In one instruction, ask Notis to list DialMyCalls groups and report them when a new contact is created.
  • 4Choose the HubSpot Contact Created trigger and a report channel.
  • 5Test with one real contact and confirm the group list is useful.

Questions about this workflow

Will this add the contact to a group?

No. This workflow lists groups to support a decision. It does not add or change a contact.

Can it recommend a group based on contact details?

You can describe a recommendation rule, but the result depends on contact details and group information available to Notis.

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.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

Contact Created Trigger

Contact Created Trigger

TriggerInstant

Add Group

Tool to add a new contact group. use after deciding the group name to organize recipients into groups.

ActionInstant

Deal Stage UpdatedTrigger

Deal Stage UpdatedTrigger

TriggerInstant

Delete Access Account

Tool to delete an access (sub) account by id. use when removing a sub account after deprovisioning.

ActionInstant

Delete Caller ID

Tool to delete a caller id. use when you need to permanently remove an existing caller id no longer in use.

ActionInstant

Delete Contact

Tool to delete a contact by id. use when you need to permanently remove a contact from your list.

ActionInstant

Delete Group

Tool to delete a contact group by id. use when you need to remove an existing contact group after confirming its id.

ActionInstant

Delete Recording

Tool to delete a recording by id. use when you need to permanently remove a custom recording after confirming its recording id.

ActionInstant

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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