Triage replies connected to document follow-up
Bring customer replies into a focused review instead of checking campaigns one at a time.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Search replies based on filters
Search message replies using filters.
Why this helps
Replies to customer messages can get buried when you are already moving between document tasks.
- Collect relevant replies in a scheduled review.
- Spot questions or blockers that need a human response.
- Reduce repeated campaign inbox checks.
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 search Dripcel replies using the supplied campaign or date context and summarize items requiring follow-up.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real reply search and review the summary.
Questions about this workflow
Does this action search ActiveMerge documents?
No. The listed action searches Dripcel replies. Provide the campaign or date context you want Notis to use.
Can Notis decide what counts as urgent?
You can describe the reply patterns that should be highlighted. Notis can only evaluate the replies returned by Dripcel and the criteria you provide.
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.
Get Dripcel Campaigns
List campaigns and their statuses.
Get current credit balance
Retrieve the current credit balance for your organization.
Delete Tag
Deletes a tag and removes it from every contact and campaign using it.
Get Deliveries
Retrieve SMS and email delivery records.
Get email templates
List email templates in your account.
Get sales
Retrieve sales data for reporting or analysis.
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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