Review campaigns with your investor pipeline in view
Start a pipeline review with the campaign list already gathered.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Dripcel Campaigns
List campaigns and their statuses.
Why this helps
Campaign planning loses time when deal context and campaign inventory have to be opened and reconciled separately.
- Reduces time spent gathering campaign context.
- Helps identify campaigns that may need review alongside pipeline work.
- Keeps the review focused on available campaign and pipeline data.
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, ask Notis to retrieve the campaign list and compare it with a named Affinity pipeline view, reporting only supported observations and gaps.
- 4Choose a recurring schedule, then choose where run reports should go.
- 5Test with one real campaign and pipeline review.
Questions about this workflow
Does retrieving campaigns send messages?
No. This workflow retrieves a list of Dripcel campaigns for review.
Can it tell whether a campaign reached a particular investor?
Only if the available data provides that information. The campaign list alone may not establish individual delivery or investor response.
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.
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.
Affinity and Dripcel, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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