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Review selected contact details across both apps

Make a scheduled review of selected Dripcel contact records easier by pairing each lookup with available Agile CRM context.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Get contact by cell number

Retrieves a contact using their mobile number.

Why this helps

Contact details can diverge across systems, and checking each record manually takes time.

  • Retrieve Dripcel details for selected phone numbers.
  • Review contact information alongside matching CRM context when available.
  • Keep the review focused on supplied or retrieved cell numbers.

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 which Agile CRM contacts or supplied cell numbers to look up in Dripcel and how to summarize the results.
  • 4Choose a recurring schedule and report channel, then test with one real cell number.

Questions about this workflow

What does Dripcel use to find a contact?

Get contact by cell number looks up one contact using its MSISDN.

Will this update either contact record?

No. This action retrieves contact details for review; it does not update records.

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.

TriggerScheduled

Delete Contact

Delete a contact.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Contacts in Bulk

Creates up to 100,000 new contacts in bulk; existing contacts are not updated.

ActionInstant

Get Dripcel Campaigns

List campaigns and their statuses.

ActionInstant

Get current credit balance

Retrieve the current credit balance for your organization.

ActionInstant

Delete Tag

Deletes a tag and removes it from every contact and campaign using it.

ActionInstant

Get Deliveries

Retrieve SMS and email delivery records.

ActionInstant

Get email templates

List email templates in your account.

ActionInstant

Get sales

Retrieve sales data for reporting or analysis.

ActionInstant

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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