Keep investor segment tags understandable
See the tags available in Dripcel before an investor list or follow-up process relies on them.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List all tags
Lists all tags in the organization.
Why this helps
Unclear or outdated tags make it harder to confidently organize investor outreach.
- Retrieves all tags in the Dripcel organization.
- Makes the current tag inventory easier to review against defined segments.
- Avoids deleting or changing tags during a read-only inventory check.
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, name the Affinity segments to compare and ask Notis to retrieve Dripcel tags, reporting possible gaps without changing tags.
- 4Choose a recurring schedule, then choose where run reports should go.
- 5Test with one real segment and review the comparison.
Questions about this workflow
Does the workflow modify or remove tags?
No. It lists tags and reports the comparison; it does not change them.
Can it determine which tags are unused?
Only if the needed contact or campaign usage data is also available. A tag list alone does not prove usage.
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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