Keep new Salesforce leads ready in Dialmycalls
New lead details can get lost between your CRM and calling workflow. Add each lead to Dialmycalls as soon as it arrives.
Trigger
New Lead Trigger
Triggers when a new Lead 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
Manually copying lead phone numbers into a separate contact list creates extra work and delays follow-up.
- Keep new lead phone numbers together in Dialmycalls
- Reduce manual copying between apps
- Make new leads easier to find for follow-up
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Dialmycalls once in the Notis portal.
- 2Create an automation by telling Notis you want new Salesforce leads added as Dialmycalls contacts.
- 3Describe in one instruction which lead details to include when available, such as name, phone, and email.
- 4Pick the Salesforce New Lead trigger and choose where run reports should go.
- 5Test with one real new lead and check the resulting Dialmycalls contact.
Questions about this workflow
Which lead details can be added?
Ask Notis to include the name, phone, email, or other details available on the Salesforce lead. A phone number is needed to create a useful calling contact.
Does this send a call or text?
No. This workflow adds the lead as a Dialmycalls contact. The available action does not start a broadcast.
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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