dialnote and Salesflare

How to connect dialnote

About dialnote

dialnote is an AI business phone system for teams, with shared numbers, an AI front desk, call recording, transcription, SMS, contacts, and notes.

dialnote operations on Zapier

Triggers (2)

Start a workflow when this happens

  • New Call Log — Triggers when a new call is completed.
  • New Call Recording — Triggers when a new call recording is available.

Actions (5)

Things Salesflare can make it do

  • Add Contact Note — Adds a note to a contact.
  • Add Conversation Note — Adds a note to a conversation.
  • Create Contact — Creates a new contact.
  • Send SMS — Sends an SMS message from a channel.
  • Update Contact — Updates an existing contact. Only provided fields are changed.

Searches (1)

Look up existing records

  • Find Contact — Finds a contact by name, phone number, email, or company.

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