Get a scheduled sales snapshot across your agency tools
Have Notis gather Dripcel sales data on a schedule and summarize it with the AgencyZoom context you provide.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get sales
Retrieve sales data for reporting or analysis.
Why this helps
Sales reviews often mean switching between systems and rebuilding the same picture by hand.
- Collects Dripcel sales data on a recurring schedule.
- Summarizes alongside AgencyZoom context when supplied.
- Calls out missing comparison data instead of assuming it.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Dripcel once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3In one instruction, ask Notis to retrieve Dripcel sales and compare them with the AgencyZoom sales context you provide, noting any missing data.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real example and review the summary.
Questions about this workflow
Can Dripcel provide the AgencyZoom sales history?
No. This action retrieves Dripcel sales. Any AgencyZoom figures needed for comparison must be included in the prompt context or webhook-provided materials.
Can the workflow identify a trend?
It can summarize the returned sales data. A comparison period or baseline must be available in the data or supplied by you.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Dripcel. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Dripcel, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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