Create delegated Dialmycalls access for new boards
Set up the right access as new workspaces appear.
Trigger
New Board Trigger
Triggered when a board is created in the specified workspace
Action
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.
Why this helps
New team boards can be ready before delegated calling access is provisioned.
- Shortens onboarding
- Standardizes access requests
- Keeps workspace setup connected
Setup
Build it in a few focused steps.
- 1Connect Trello and Dialmycalls in Notis once.
- 2Create the automation and describe when a new board should create an access account.
- 3Pick New Board Trigger for the specified Trello workspace.
- 4Choose a report destination and test with one onboarding board.
Questions about this workflow
Will every new board create an account?
Only if your instruction defines the board label or metadata that qualifies it.
What details are required?
Provide the account email and any required user details in the board context or instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Trello to Dialmycalls. A trigger fires from one place; an action lands in another.
Trello 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.
Card Archived Trigger
Triggered when a card is archived in the specified board
Add Group
Tool to add a new contact group. use after deciding the group name to organize recipients into groups.
New Activity Trigger
Triggered when there is activity in Trello.
Delete Access Account
Tool to delete an access (sub) account by id. use when removing a sub account after deprovisioning.
New Board Trigger
Triggered when a board is created in the specified workspace
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 Card Trigger
Triggered when a card is created in the specified board
Delete Contact
Tool to delete a contact by id. use when you need to permanently remove a contact from your list.
Card Updated Trigger
Triggered when a specific card is updated
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.
Trello and Dialmycalls, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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