Turn customer replies into a clear follow-up list
Collect recent Dripcel replies on a schedule and summarize who responded and what may need attention in Agile CRM.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Search replies based on filters
Search message replies using filters.
Why this helps
Customer replies can be buried in message history while the team is busy managing CRM tasks and pipelines.
- Review replies in one scheduled summary.
- Highlight response content that may need human follow-up.
- Include related CRM context when the available records allow it.
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 Dripcel replies to search and how to summarize relevant Agile CRM context and follow-up needs.
- 4Choose a recurring schedule and report channel, then test with one real date range.
Questions about this workflow
Can I limit which replies are included?
Yes. Search replies supports filters such as campaign, date range, ID, or content. Describe the filters in the instruction.
Will the workflow create CRM tasks automatically?
No. The listed Dripcel action searches replies. It can report suggested follow-up, but no Agile CRM action is listed here.
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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