Check credits at the campaign handoff
At your existing ready handoff, get the current Dripcel balance into the run report so the team has it for planning.
Trigger
Task Moved to Section
Triggers when a task is moved to a section in a project.
Action
Get current credit balance
Tool to get current credit balance. use after authenticating and when you need to verify account balance before credit-consuming operations.
Why this helps
A last-minute balance lookup can interrupt the moment campaign work is handed off for action.
- Run a balance check at a consistent project handoff.
- Keep the result close to campaign work.
- Make the current balance visible without starting a send.
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 retrieve and report the current Dripcel credit balance for the campaign task.
- 4Pick Asana's Task Moved to Section trigger and choose where run reports should go.
- 5Test with one real campaign task moving into the relevant ready section.
Questions about this workflow
Does the balance check send or schedule a message?
No. It only retrieves the current credit balance.
Can the workflow determine whether there are enough credits?
Not without a stated requirement or expected usage. Supply that information if you want Notis to compare it with the returned balance.
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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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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