Create a sales snapshot for every new document
Give new planning documents the sales context they need.
Trigger
New Document Added
Triggers when a new Google Doc is added/created. This trigger monitors Google Docs and fires when new documents are detected.
Action
Get sales
Tool to retrieve a list of all sales. use when you need comprehensive sales data for reporting or analytics.
Why this helps
Revenue context often lives in a separate system and gets added too late.
- Adds timely sales context
- Supports faster planning decisions
- Produces a repeatable report
Setup
Build it in a few focused steps.
- 1Connect Google Docs and Dripcel in Notis once.
- 2Create the automation describing the sales data and summary needed.
- 3Pick New Document Added as the trigger.
- 4Choose a report channel and test with one real document.
Questions about this workflow
Can it filter sales by campaign?
Yes, provide the campaign or date scope in the instruction when that context is available.
Does the document need a special format?
No fixed mapper is required, but include enough context for Notis to determine the intended report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Docs to Dripcel. A trigger fires from one place; an action lands in another.
Google Docs triggers
Dripcel actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Contact
Tool to delete a contact by their cell number. use when you need to remove a contact from dripcel after confirming the msisdn.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Dripcel Campaigns
Tool to retrieve a list of all campaigns. use after authenticating when you need to paginate or filter campaigns.
New Document Created
Triggers when a new Google Doc is created. This trigger monitors Google Docs and fires when new documents are detected. Uses timestamp filtering to efficiently poll for new documents.
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.
Document Deleted
Triggers when an existing Google Doc is deleted (moved to trash). This trigger monitors Google Docs and fires when documents are trashed.
Get Deliveries
Tool to retrieve a list of deliveries. use when you need to fetch delivered messages optionally filtered by cell or customerid.
Document Placeholder Filled
Triggers when a Google Doc's plain text changes such that a configured placeholder token/pattern is no longer present (i.e., the document has been filled in). This trigger monitors a specific Google Doc and fires when a placeholder pattern that was previously present is no longer found in the document's plain text.
Get email templates
Tool to list all available email templates. use when you need to retrieve available templates before sending email campaigns.
Document Search Update
Triggers when a Google Doc matching a user-defined search query is newly created or updated since the last poll. This trigger uses timestamp filtering to efficiently monitor documents.
Get sales
Tool to retrieve a list of all sales. use when you need comprehensive sales data for reporting or analytics.
Document Structure Changed
Triggers when a Google Doc's structure changes (headers/footers added/removed, tables/images count changes). This trigger monitors a specific document for structural changes like: - Headers added or removed - Footers added or removed - Tables added or removed - Images (inline objects) added or removed - Positioned objects added or removed - Footnotes added or removed
Dripcel Post Compliance Send
Tool to check a list of cell numbers against campaign targeting criteria. use when ensuring suppliers comply with your campaign rules before sending messages.
Document Updated
Triggers when an existing Google Doc is updated or modified. This trigger monitors Google Docs and fires when documents are updated.
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.
Google Docs and Dripcel, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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