Send a focused customer follow-up from a CRM request
Turn an explicit follow-up request in Agile CRM into a single SMS through Dripcel, with the message and recipient supplied for review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Send SMS
Send an SMS to a contact immediately or schedule it for later.
Why this helps
A promised customer follow-up can slip when someone has to switch tools and send it manually.
- Act on a clear follow-up request without switching tools.
- Send a single targeted message to the supplied contact.
- Keep run reporting alongside the request.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Dripcel once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3Tell Notis to send one SMS only when the incoming request includes a confirmed phone number, approved message, and instruction to send.
- 4Choose the webhook trigger and report channel, then test with one real, approved example.
Questions about this workflow
Will the workflow write the message for me?
It can use message text supplied in the request or instruction. Do not assume the CRM provides approved message wording unless it is included or retrievable.
Can it schedule the SMS?
The Send SMS action can deliver immediately or schedule for later when the needed timing is supplied.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Dripcel. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Dripcel, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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