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Notis

Add new organization contacts to Dialmycalls

Make new companies reachable from day one.

Trigger

New Organization Received Trigger

Triggered when a new organization is created in Pipedrive

Action

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.

Why this helps

New organizations enter your CRM before their contacts reach your calling workflow.

  • Shortens setup time for new accounts
  • Keeps outreach lists fresh
  • Reduces manual copying

Setup

Build it in a few focused steps.

  • 1Connect Pipedrive and Dialmycalls in Notis.
  • 2Create an automation named Organization contact capture.
  • 3Tell Notis to add the organization's primary available contact to Dialmycalls.
  • 4Pick the New Organization Received trigger.
  • 5Choose a report channel and test with one real organization.

Questions about this workflow

What if the organization has no person yet?

Notis reports that no contact was available and does not invent contact details.

Can the contact include the organization name?

Yes. Ask Notis to include it in the contact name or email context when available.

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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