Give a follow-up task its reply context
Include the campaign or filter needed in a new task, and Notis can retrieve relevant Dripcel replies for the follow-up.
Trigger
New Task Created
Triggers when a new task is created in a project.
Action
Search replies based on filters
Tool to search replies based on filters. use when you need to find replies by id, campaign, date range, or content.
Why this helps
Follow-up work takes longer when the person picking it up has to search for the conversation history first.
- Give follow-up work a head start with relevant replies.
- Use supported search filters supplied in the task.
- Reduce manual lookup before acting on customer context.
Setup
Build it in a few focused steps.
- 1Connect Asana and Dripcel once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3Ask Notis to search Dripcel replies using the supported filter stated in the task and summarize results.
- 4Pick Asana's New Task Created trigger and choose where run reports should go.
- 5Test with one real follow-up task that states a campaign or other supported filter.
Questions about this workflow
Which filters can a task provide?
The action supports reply searches by id, campaign, date range, or content.
Will this automatically send a follow-up?
No. It searches replies and reports context. A separate workflow would be needed to send an SMS.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Asana to Dripcel. A trigger fires from one place; an action lands in another.
Asana triggers
Dripcel actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Task Updated
Triggers when a task is updated in a project.
Search replies based on filters
Tool to search replies based on filters. use when you need to find replies by id, campaign, date range, or content.
Connect any two apps with Notis in the middle.
Asana and Dripcel, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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