Tag contacts that need note-driven follow-up
Make written sales context visible in your messaging audience.
Trigger
New Note Received Trigger
Triggered when a new note is created in Pipedrive
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
Follow-up intent in notes is easy to miss when it is not reflected in contact tags.
- Surface contacts needing attention
- Keep tags aligned with sales notes
- Reduce manual audience maintenance
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Dripcel in Notis once.
- 2Create an automation and name the follow-up tag to apply.
- 3Pick the Pipedrive New Note Received trigger.
- 4Choose where reports go and test with one real note.
Questions about this workflow
Can the tag depend on note content?
Yes. Tell Notis which phrases or intent should qualify for the tag.
Can missing contacts be created?
Yes. Ask Notis to create a missing Dripcel contact when a valid cell number exists.
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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