Turn sales notes into useful customer texts
Capture the next step while the note is still top of mind.
Trigger
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Action
Send SMS
Tool to send a single sms to a contact. use when you need to deliver a targeted message immediately or schedule it for later.
Why this helps
Important follow-up instructions often stay trapped in internal notes.
- Convert notes into action quickly
- Preserve the original context
- Keep follow-up consistent
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Dripcel in Notis once.
- 2Create an automation and describe how the note should become an SMS.
- 3Pick the Pipedrive New Note Received trigger.
- 4Choose a report channel and test with one real note.
Questions about this workflow
Can Notis summarize a long note?
Yes. Ask it to condense the note into a clear, customer-ready message.
Will internal-only notes be sent?
Specify which notes qualify; otherwise ask Notis to flag ambiguous notes for review.
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
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 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
Get email templates
Tool to list all available email templates. use when you need to retrieve available templates before sending email campaigns.
Get sales
Tool to retrieve a list of all sales. use when you need comprehensive sales data for reporting or analytics.
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.
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.
Pipedrive and Dripcel, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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