Match incoming leads to existing contacts
Know the relationship history before you reply or call.
Trigger
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
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
Duplicate records and uncertain history slow down lead response.
- Avoid duplicate contact creation
- See existing outreach context sooner
- Respond with better relationship awareness
Setup
Build it in a few focused steps.
- 1Connect Outlook and Dialmycalls in Notis once.
- 2Create an automation for incoming lead matching.
- 3Tell Notis to list Dialmycalls contacts and identify any record matching each new Outlook sender.
- 4Choose New Outlook Message as the trigger.
- 5Select a report channel and test with one representative email.
Questions about this workflow
Does this create a contact when none exists?
No. This workflow reviews existing contacts. Add a separate creation step if needed.
What details are matched?
Notis can use the sender email, name, and other details present in the message and contact records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Dialmycalls. A trigger fires from one place; an action lands in another.
Outlook 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.
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Add Group
Tool to add a new contact group. use after deciding the group name to organize recipients into groups.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
Delete Access Account
Tool to delete an access (sub) account by id. use when removing a sub account after deprovisioning.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
Delete Caller ID
Tool to delete a caller id. use when you need to permanently remove an existing caller id no longer in use.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Delete Contact
Tool to delete a contact by id. use when you need to permanently remove a contact from your list.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
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.
Outlook and Dialmycalls, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Dialmycalls.