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Check whether investor numbers can receive SMS

Make the eligibility check part of your follow-up review before a message is prepared.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Check SMS Compliance

Checks SMS eligibility at a cost of 0.14 credits per phone number.

Why this helps

A contact appearing in a pipeline does not by itself establish that SMS outreach is allowed.

  • Checks whether numbers can receive SMS based on opt-out status and targeting rules.
  • Provides a specific eligibility signal before a follow-up.
  • Helps avoid treating pipeline presence as SMS permission.

Setup

Build it in a few focused steps.

  • 1Connect Affinity and Dripcel once in the Notis portal.
  • 2Create an automation in Automations, New Automation, or tell Notis the outcome in plain language.
  • 3In one instruction, identify the Affinity cohort and intended campaign, ask for Dripcel compliance checks, and hold any number that is not explicitly allowed.
  • 4Choose a recurring schedule, then choose where run reports should go.
  • 5Test with one real number and review the result before using a larger list.

Questions about this workflow

Does the check guarantee all legal requirements are met?

No. It checks opt-out status and campaign targeting rules; follow any other applicable consent processes as well.

Does the action have a cost?

The SMS compliance check costs 0.14 credits per phone number checked.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Affinity to Dripcel. A trigger fires from one place; an action lands in another.

Affinity triggers

Dripcel actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Delete Contact

Delete a contact.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Contacts in Bulk

Creates up to 100,000 new contacts in bulk; existing contacts are not updated.

ActionInstant

Get Dripcel Campaigns

List campaigns and their statuses.

ActionInstant

Get current credit balance

Retrieve the current credit balance for your organization.

ActionInstant

Delete Tag

Deletes a tag and removes it from every contact and campaign using it.

ActionInstant

Get Deliveries

Retrieve SMS and email delivery records.

ActionInstant

Get email templates

List email templates in your account.

ActionInstant

Get sales

Retrieve sales data for reporting or analysis.

ActionInstant

Connect any two apps with Notis in the middle.

Affinity and Dripcel, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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