Keep Salesforce contacts within reach in Dialmycalls
When a Salesforce contact is created, Notis can add its available details to your Dialmycalls contact list automatically.
Trigger
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
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 contacts often stay in the CRM while the people who need to call them maintain a separate list.
- Reduce repeated contact entry
- Keep a calling contact list current as contacts are created
- Include available names, phone numbers, and email addresses
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Dialmycalls once in the Notis portal.
- 2Create an automation by telling Notis to save newly created Salesforce contacts in Dialmycalls.
- 3Describe in one instruction which available contact details to include.
- 4Pick the Salesforce New Contact trigger and choose where run reports should go.
- 5Test with one real new contact and review the Dialmycalls entry.
Questions about this workflow
Will it update existing Dialmycalls contacts?
This workflow is triggered by a new Salesforce Contact and uses the Add Contact action. The available event and action do not specify duplicate matching or updates.
What if a contact has no phone number?
A phone number is needed for a useful Dialmycalls contact. Confirm with a real example whether the available Salesforce record contains the required details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Dialmycalls. A trigger fires from one place; an action lands in another.
Salesforce 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.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Add Group
Tool to add a new contact group. use after deciding the group name to organize recipients into groups.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Delete Access Account
Tool to delete an access (sub) account by id. use when removing a sub account after deprovisioning.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
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 Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Delete Contact
Tool to delete a contact by id. use when you need to permanently remove a contact from your list.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Delete Group
Tool to delete a contact group by id. use when you need to remove an existing contact group after confirming its id.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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.
Salesforce and Dialmycalls, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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