Mark document follow-ups with a Dripcel tag
Turn a workflow milestone into a visible follow-up signal on the customer record.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add tags to a contact
Add tags to a contact for segmentation and targeting.
Why this helps
Follow-up needs can disappear among finished documents and unrelated customer tasks.
- Make follow-up status easier to spot.
- Reduce the chance of losing a customer handoff.
- Use an existing tag to keep organization consistent.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Dripcel once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to add the specified existing Dripcel tag to the supplied contact when the webhook indicates follow-up is needed.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real contact and verify the tag in Dripcel.
Questions about this workflow
Does this action create the tag if it is missing?
The action adds tags to a contact and can create a missing contact when requested. Use a tag that already exists in Dripcel.
Can the webhook include the phone number?
Yes. The request should provide the contact's MSISDN and the existing tag to apply.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Dripcel. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Dripcel actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Contact
Delete a contact.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contacts in Bulk
Creates up to 100,000 new contacts in bulk; existing contacts are not updated.
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Delete Tag
Deletes a tag and removes it from every contact and campaign using it.
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Connect any two apps with Notis in the middle.
ActiveMerge and Dripcel, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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