Review message deliveries and follow-up context
Bring delivery results and the related customer context into one scheduled report so follow-up is easier to spot.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Deliveries
Retrieve SMS and email delivery records.
Why this helps
Delivery data and customer follow-up work live in separate places, making it easy to miss what needs attention.
- See delivery outcomes in a recurring report.
- Surface related CRM context when available.
- Reduce manual switching between delivery and contact views.
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 retrieve Dripcel deliveries and summarize relevant Agile CRM follow-up context for the report period.
- 4Choose a recurring schedule and report channel, then test with one real run.
Questions about this workflow
Can the delivery action be filtered to one customer?
The Get Deliveries action can optionally filter by cell or customer ID. Include the relevant identifier in your instruction or supplied context.
Does this workflow send a follow-up message?
No. It retrieves delivery information and reports findings; sending a message would require a separate action.
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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