Actionist·Dialpad
Dialpad

Dialpad

· #282 most-used

AI-powered calling, SMS, and contact center — automated end to end

SalesCommunicationProductivityAnalyticsSupportPhone & SMSMeetings & Video

Dialpad is an AI-powered business communications platform that unifies voice calls, SMS, video meetings, and contact-center operations. Connect it to Actionist and your agents can initiate outbound calls, send and schedule SMS messages, retrieve AI-generated call recaps and transcripts, manage contact records, monitor call-center queue stats, and control agent duty status — automating the full post-call and inbound-routing workflow across your CRM, helpdesk, and operations tools without manual touchpoints.

Try Dialpad with ActionistVisit Dialpad
Average time saved
9 hours
per person · per month
≈ 1 workdays back

Eliminates manual work. Agents eliminate the manual cycle of writing post-call CRM notes, triaging missed calls, managing duty status, provisioning contacts, and archiving call recordings and transcripts.

Schedule

What your Dialpad agent runs on autopilot

A week of scheduled jobs your Actionist agent will execute on your behalf.

28Scheduled jobs
7Agents at work
24/7Always on
Agents
Tue–Thu
Tue
Wed
Thu
7a
8a
9a
10a
11a
12p
1p
2p
3p
4p
5p
6p
Multi-app workflows

Dialpad × every other app you use

End-to-end automations that span multiple apps — each one a real business outcome.

6Workflows
8Apps spanned
~25 hrsSaved / week
6Personas served
For sales
Featured3 apps

Call ends → CRM logged and rep briefed in under a minute

When a Dialpad call ends, the agent retrieves the AI recap and transcript within about a minute of the hangup event, creates a structured activity note in HubSpot on the contact record, and posts the action items to the rep's Slack — the full call is logged and actioned before the rep has opened their next tab.

~11 hrs

Time saved for your team — every week, on autopilot

The flow
Trigger·When a Dialpad call enters the hangup state
Trigger
Step 1
Dialpad
Call State Changed — hangup event received
read
Step 2
Dialpad
Get call AI recap (summary, outcomes, action items)
read
Step 3
Dialpad
Get call transcript
write
Step 4
HubSpot
Create activity note on the contact record with recap and transcript excerpt
write
Step 5
Slack
Post deal recap to the rep's private Slack thread with action items
Result
Create activity note on the contact record with recap and transcript excerptPost deal recap to the rep's private Slack thread with action items
The win
Saved per run
8 min
Runs / week
~80×
Reps never manually type call notes again
Driven bySales Agent
ROI

Savings

What your team gets back — two angles: what you stop doing manually, and what that's worth.

Without Actionist

What you do manually today

With Actionist

What your agent runs for you

  • Sales
    40 min / week
    Manual post-call CRM update

    Reps spend 5–10 minutes per call typing call notes into the CRM from memory, often after a gap that degrades recall accuracy and creates incomplete records.

    Sales Agent
    0 min
    Agent logs call notes and action items automatically

    When a call ends, the agent retrieves the AI recap and transcript and writes a structured note to the HubSpot deal record within about a minute — no rep types anything after the call.

  • Marketing
    22 min / week
    Manual lead SMS and attribution entry

    Marketing coordinators manually export leads, compose SMS messages in Dialpad, send them individually, and paste send records back into the attribution spreadsheet — slow and error-prone at volume.

    Marketing Agent
    0 min
    Agent sends campaign SMS and logs attribution automatically

    When a campaign lead is created, the agent creates the Dialpad contact, sends a scheduled SMS, and logs the send in the attribution tracker — all before the SDR reads the lead notification.

  • Customer Support
    18 min / week
    Manual missed-call triage

    Support managers check the Dialpad missed-call list, manually open Zendesk tickets for each, post alerts to Slack, and schedule callback tasks — a process that runs 30–60 minutes behind real time.

    Customer Support Agent
    0 min
    Agent opens ticket and queues callback for every missed call

    Within about a minute of a missed call, the agent creates a Zendesk ticket, posts a Slack alert, and enqueues a Dialpad callback — no support manager has to manually triage missed calls.

  • Human Resources
    10 min / week
    Manual new hire Dialpad setup coordination

    HR coordinators manually email IT to provision Dialpad accounts, chase confirmation, then separately call or email new hires with their Dialpad details — often days into the hire's first week.

    Human Resources Agent
    0 min
    Agent confirms Dialpad provisioning and sends welcome SMS automatically

    When a new hire is onboarded, the agent verifies their Dialpad account is live, retrieves their extension and direct number, and sends them a welcome SMS — all without an HR coordinator chasing IT.

  • Finance
    15 min / week
    Manual Dialpad seat audit

    Finance manually exports the Dialpad user list monthly, counts seats in a spreadsheet, compares against the contract, and often discovers overages only when the inflated invoice arrives.

    Finance Agent
    0 min
    Agent counts active seats and flags overages before billing

    Every Friday, the agent lists all Dialpad users, compares the count against the contracted seat count, and flags any overage to IT and procurement before the billing date — not after the invoice.

  • Operations
    25 min / week
    Manual duty-status management

    Team leads manually remind reps to toggle duty status at shift start, chase those who forget, and check the Dialpad dashboard periodically to confirm queue depth — a daily operational tax on supervisors.

    Operations Agent
    0 min
    Agent sets agent duty status and monitors queues automatically

    Shift-start events in the calendar trigger the agent to set all scheduled reps to on-duty in Dialpad, confirm queue activation, and post a status briefing to Slack — no supervisor manually toggles anything.

  • Legal
    20 min / week
    Manual call compliance archiving

    Compliance officers manually review the Dialpad recordings list, download or link transcripts, file them in Drive, and update the compliance log — typically hours or days after the calls occur.

    Legal Agent
    0 min
    Agent archives transcripts and recording links on every compliant call

    Within about a minute of a Dialpad transcription event, the agent files the transcript and recording in the compliance archive, creates a Notion log entry, and alerts legal if the call involves a flagged party.

+ 100s of other Dialpad automations
Average time saved
15 hrs / person / month
Calculator

Calculate what your team saves

Team size
5 people
Hourly rate
$75 / hr
Hours saved / week
11
Hours saved / year
550
Annual ROI
$41,250

Based on Dialpad's typical team usage — the visible tasks plus a few other automations the agent runs: ~2.2 hrs / person / week of admin work automated.

Connect

How to plug Dialpad into Actionist

Pick the connection method that suits your environment.

The recommended path. Actionist opens Dialpad's OAuth authorisation endpoint and you grant scoped access — no API keys to manage, and tokens refresh automatically.

1
Open the Apps tab

Find Dialpad in the Apps library and click Connect. OAuth is selected by default.

2
Authorise in Dialpad

A Dialpad authorisation window opens — sign in with your Dialpad account and grant Actionist the requested scopes for calls, SMS, contacts, and users.

3
Test the connection

Actionist runs a test read on your user profile to confirm the handshake. You're ready.

Actions

16 actions your agent can call

Read and write operations available to your Actionist agent.

Triggers

2 events your agent can react to

Events your agent watches for, and the actions it kicks off in response.

FAQs

Questions about Dialpad + Actionist

How does Actionist connect to Dialpad?
Go to the Apps tab, find Dialpad, and click Connect. The recommended path is OAuth — Actionist redirects you to Dialpad's authorise endpoint, you grant access, and the agent receives a token scoped to calls, SMS, contacts, and user management. If you need a server-side integration without browser-based OAuth, generate an API key in your Dialpad developer settings and paste it into the API key field instead. Either way, Actionist runs a test read on your user profile to confirm the connection before any actions run.
What permissions does the Dialpad agent need?
For read-only operations — fetching call logs, retrieving transcripts, listing contacts — the agent needs the `calls`, `contacts`, and `users` scopes. To send SMS or initiate outbound calls it also needs `messaging` and `dialpad_calls` write scopes. If you want message content in webhook payloads (not just metadata), you must add `message_content_export` to your credentials. The OAuth flow lets you select scopes during authorisation; API key credentials inherit the permissions of the generating user.
Can I connect Dialpad to other apps in the same Actionist workflow?
Yes. Dialpad integrates with CRM platforms, helpdesk tools, productivity apps, and analytics dashboards. In Actionist workflows, Dialpad commonly pairs with HubSpot or Salesforce (logging call activity and SMS threads automatically), Slack (posting call summaries and missed-call alerts), Google Sheets (writing call metrics and transcript excerpts), Notion (creating follow-up task records), and Zendesk (opening or updating tickets when calls end). Any of Actionist's 200+ connected apps can send or receive data alongside Dialpad in the same workflow.
How quickly do Dialpad webhook events arrive, and which event types are available?
Dialpad's webhook system delivers call events within about a minute of each state change — from `ringing` through `connected`, `hold`, `hangup`, and post-call states like `transcription`, `recording`, `recap_summary`, and `recap_action_items`. SMS events fire on send and delivery status changes (`sent`, `delivered`, `failed`). Agent status events fire when a contact-center operator goes on or off duty. You register a single webhook URL and subscribe to the specific event types your workflow needs.
Can Actionist access Dialpad's AI call summaries and transcripts?
Dialpad's AI generates a transcript, a recap summary, identified outcomes, action items, and (if configured) playbook-adherence scores for every concluded call. Actionist can retrieve each of these via the `Get call transcript`, `Get call AI recap`, and `Get call recordings` actions after the `transcription` and `recap_summary` webhook events fire. The most common automation is to push the AI recap and action items into a CRM deal record and post a summary to Slack the moment the call ends.
Does Actionist support bulk SMS and scheduled messaging in Dialpad?
Yes. The `Send SMS` action supports bulk messaging to up to 50 recipients in a single API call, and you can schedule messages using the `Create scheduled SMS` action for a future timestamp. The API enforces a maximum request size of 1 MB including any attachments, and rate limits cap bulk sends at 100 requests per minute. For large outbound campaigns, spread requests across multiple minutes to stay within limits.
How does the agent initiate outbound calls — and can it target a specific device?
Use the `Initiate call` action with the `ring_all` parameter to ring all devices registered to the target user, or pass a specific device ID to ring only one. The action is rate-limited to 5 calls per minute per user target. For contact-center use cases, you can also enqueue a callback request via `Create callback request`, which places the customer in a queue rather than dialling immediately — useful for managing high-volume inbound call periods without overwhelming agents.
Can Actionist work with Dialpad's office and department structure?
Dialpad organises users into offices, departments, and call centers. The `List users` and `Get user` actions return the office and department a user belongs to, while `Get call center` and `List operators` surface the contact-center team structure. Actionist can use these to filter call logs or route SMS responses to the right team — for example, only posting missed-call alerts to the Slack channel for the specific office where the call was targeted.