Review CRM contacts before Dripcel outreach
Send a list selected in Agile CRM to Notis for a Dripcel campaign criteria check and receive the results before outreach.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Dripcel Post Compliance Send
Why this helps
A CRM list can look ready while still needing a separate campaign targeting review.
- Add a criteria check to a CRM-originated list request.
- Get a report before proceeding with outreach.
- Keep the check separate from message delivery.
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 check the submitted cell numbers against the relevant Dripcel campaign targeting criteria and summarize the returned results.
- 4Choose the webhook trigger and report channel, then test with one real list.
Questions about this workflow
How is this different from checking one phone number?
This workflow is intended for a submitted contact list and campaign targeting criteria. The listed action can check a list of cell numbers.
Will it opt out contacts that do not meet criteria?
No. The action checks compliance and reports results; it does not change subscriptions or campaign membership.
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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