Check credits before texting new deals
Avoid failed outreach caused by an unknown messaging balance.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
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 new opportunity can be delayed when nobody knows whether the SMS account has enough credits.
- Catch balance issues early
- Protect timely follow-up
- Give the team a simple status report
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Dripcel in Notis once.
- 2Create an automation that checks credits for each new deal.
- 3Pick the Pipedrive New Deal Received trigger.
- 4Choose a report channel and test with one real deal.
Questions about this workflow
Does this workflow send an SMS?
No. It checks the balance and reports whether credit-consuming outreach should proceed.
Can it alert me below a threshold?
Yes. Include the threshold and reporting instruction in the automation prompt.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Dripcel. A trigger fires from one place; an action lands in another.
Pipedrive triggers
Dripcel actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Contact
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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 Deal Received Trigger
Triggered when a new deal is created in Pipedrive
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.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Get Deliveries
Tool to retrieve a list of deliveries. use when you need to fetch delivered messages optionally filtered by cell or customerid.
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
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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.
Pipedrive and Dripcel, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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