Create Dialpad review links from updated OneDrive proposals
Give proposal changes a direct path back to the conversation behind them.
Trigger
OneDrive Item Updated Trigger
Triggers when an existing file or folder is modified in OneDrive. Uses Gmail-style state management and only detects actual modifications, not new creations.
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
Proposal edits can trigger questions without making the original call easy to find and share.
- Speed internal review
- Connect edits to conversations
- Reduce hunting through call history
Setup
Build it in a few focused steps.
- 1Connect OneDrive and Dialpad in Notis.
- 2Create an automation named Proposal update review link.
- 3Tell Notis to find the matching Dialpad call and create a review share link with the proposal update summary.
- 4Pick the OneDrive Item Updated trigger.
- 5Choose a report channel and test with one updated proposal.
Questions about this workflow
Can the link include a summary?
Ask Notis to include the returned proposal change summary when creating the share link.
What if several calls match?
Specify the matching rule or ask Notis to report multiple candidates for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link One drive to Dialpad. A trigger fires from one place; an action lands in another.
One drive 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.
Onedrivebasetrigger
Base trigger for OneDrive changes using Gmail-style state management. Subclasses override `filter_changes(...)` to extract only the relevant items.
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.
OneDrive File Created Trigger
Triggers when a new file is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
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.
File Updated
Trigger that fires when a OneDrive file's content or metadata changes. Returns file ID, last modified time, and modifier info.
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.
OneDrive Folder Created Trigger
Triggers when a new folder is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
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.
OneDrive Item Deleted Trigger
Triggers when a file or folder is deleted in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.
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.
Item Moved or Renamed
Triggers when a file or folder is moved to a different path or renamed in OneDrive. Includes both old and new path/name data in the payload.
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.
One drive and Dialpad, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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