Review Dripcel sales alongside customer pipeline context
Bring Dripcel sales into a recurring summary that includes related Agile CRM context when the records make a match possible.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get sales
Retrieve sales data for reporting or analysis.
Why this helps
Sales information and pipeline context can take separate manual reviews before a founder sees the full picture.
- Get a recurring summary of sales returned by Dripcel.
- Add available CRM context to help interpret results.
- Reduce time spent assembling a cross-system review.
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 sales and summarize any relevant Agile CRM pipeline context available for the same records or period.
- 4Choose a recurring schedule and report channel, then test with one real run.
Questions about this workflow
Can the sales action retrieve comprehensive data?
Get sales retrieves a list of all sales. Describe any summary or reporting period you want Notis to apply to the returned data.
Will it calculate a trend against prior periods?
Only if the relevant historical data is returned or supplied to the automation. The action description does not promise a historical baseline.
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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