Keep a clear view of Dripcel tags and CRM segments
Get a current list of Dripcel tags and review it against the segments your team uses in Agile CRM.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List all tags
Lists all tags in the organization.
Why this helps
Tag lists grow over time, and it can be difficult to remember which labels are still relevant to CRM segments.
- See the tags currently available in Dripcel.
- Spot naming differences against CRM segment information you supply or retrieve.
- Make tag review easier without changing contacts or tags.
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 all Dripcel tags and summarize them against the Agile CRM segment context available to the automation.
- 4Choose a recurring schedule and report channel, then test with one real run.
Questions about this workflow
Does this workflow change or delete tags?
No. List all tags retrieves the tag catalog for review.
Will it know every Agile CRM segment automatically?
Only if the automation can retrieve that information or you provide it. The Dripcel tag action returns Dripcel tags.
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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