Keep your investor contact list aligned
Refresh the Dripcel contacts you use for investor updates without repeating a manual export and import.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Upsert Contacts
Creates or updates up to 20,000 contacts in bulk; invalid contacts are reported without blocking the import.
Why this helps
A contact list exported once can quickly become stale as investor details change in Affinity.
- Updates existing Dripcel contacts as well as creating new ones.
- Reduces repetitive contact list maintenance.
- Can surface invalid contacts for review without blocking the entire batch.
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 investor list to sync, specify which contacts are eligible, and tell Notis to upsert only available contact details while respecting your SMS consent rules.
- 4Choose a recurring schedule, then choose where run reports should go.
- 5Test with one real contact example and review the result.
Questions about this workflow
Does this action update existing Dripcel contacts?
Yes. Upsert Contacts can create new contacts or update existing ones, with a maximum of 20,000 contacts per request.
Can it infer SMS consent from an Affinity relationship stage?
Only if you specify a reliable consent rule and the needed information is available. Otherwise, keep consent eligibility supplied or verified separately.
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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