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Notis

List Dialmycalls group contacts for new deals

See the people already aligned to a deal outreach group.

Trigger

New Deal Received Trigger

Triggered when a new deal is created in Pipedrive

Action

List Contacts in Group

Tool to list contacts by contact group id. use when you need to retrieve all contacts belonging to a specific group for management or reporting.

Why this helps

Teams waste time rebuilding a recipient list that already exists.

  • Surfaces an existing outreach roster
  • Avoids repeated list building
  • Clarifies coverage before follow-up

Setup

Build it in a few focused steps.

  • 1Connect Pipedrive and Dialmycalls in Notis.
  • 2Create an automation named Deal group roster.
  • 3Tell Notis to list contacts in the Dialmycalls group matching the new deal and summarize the roster.
  • 4Pick the New Deal Received trigger.
  • 5Choose a report channel and test with one real deal.

Questions about this workflow

What if the group is empty?

The report shows that no contacts are currently in the group.

Can it create the group if missing?

Pair this with the Create Group action in a separate automation.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Pipedrive to Dialmycalls. A trigger fires from one place; an action lands in another.

Pipedrive 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

New Deal Received Trigger

Triggered when a new deal is created in Pipedrive

TriggerInstant

Add Group

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

ActionInstant

New Note Received Trigger

Triggered when a new note is created in Pipedrive

TriggerInstant

Delete Access Account

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

ActionInstant

New Organization Received Trigger

Triggered when a new organization is created in Pipedrive

TriggerInstant

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.

Pipedrive and Dialmycalls, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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