Keep Dripcel contact tags in step with Box file updates
When a document update changes the follow-up context, keep the related Dripcel contact organized with a tag.
Trigger
New File Version Uploaded
Triggers when a new file version is uploaded to a file in Box. This trigger monitors a specific Box file and fires when new versions are detected.
Action
Add tags to a contact
Tool to add tags to a contact. use when you need to assign tag ids or tag names to an existing contact by msisdn. set create missing contact=true to auto-create the contact if it does not exist.
Why this helps
Contact tags drift out of date when document changes require a different follow-up or status.
- Keep relevant contacts organized after file updates.
- Reduce manual tagging work.
- Apply only the tags your instruction calls for.
Setup
Build it in a few focused steps.
- 1Connect Box and Dripcel once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis which file updates qualify, how to identify the related contact, and which existing Dripcel tag to add.
- 4Choose New File Version Uploaded as the trigger and select where run reports go.
- 5Test with one real version update and confirm the contact and tag are identified correctly.
Questions about this workflow
Will Notis create a missing contact?
The Dripcel action supports creating a missing contact when the create missing contact option is enabled. Specify whether that is appropriate in your instruction.
Can it choose different tags for different files?
You can describe the conditions and tag names in the instruction. The information needed to make that decision must be available from the event or returned information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Box to Dripcel. A trigger fires from one place; an action lands in another.
Box triggers
Dripcel actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
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Connect any two apps with Notis in the middle.
Box and Dripcel, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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