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Track delivery outcomes for lead outreach

Keep an eye on whether lead messages are getting through, using a recurring delivery review.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Get Deliveries

Tool to retrieve a list of deliveries. use when you need to fetch delivered messages optionally filtered by cell or customerid.

Why this helps

Without a routine delivery check, an outreach issue can remain unnoticed while attention moves elsewhere.

  • Make delivery review part of a routine
  • Use cell or customer ID filters
  • Summarize matching Salesforce lead context when available

Setup

Build it in a few focused steps.

  • 1Connect Salesforce and Dripcel once in the Notis portal.
  • 2Create an automation in the portal or tell Notis from any channel.
  • 3In one instruction, specify delivery filters and how to match results to Salesforce leads.
  • 4Pick a recurring schedule as the trigger.
  • 5Choose a report channel, then test with one real delivery.

Questions about this workflow

Can it identify a lead from a delivery record?

Only if the delivery and Salesforce data share an available identifier, such as a cell number. Specify the matching rule.

Does this change the delivery or lead record?

No. This workflow retrieves and reports delivery data.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Salesforce to Dripcel. A trigger fires from one place; an action lands in another.

Salesforce triggers

Dripcel actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Get Dripcel Campaigns

Tool to retrieve a list of all campaigns. use after authenticating when you need to paginate or filter campaigns.

ActionInstant

Account Created or Updated

Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.

TriggerPolling

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.

ActionInstant

Contact Updated

Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.

TriggerPolling

Get Deliveries

Tool to retrieve a list of deliveries. use when you need to fetch delivered messages optionally filtered by cell or customerid.

ActionInstant

Record Updated (Generic SObject)

Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.

TriggerPolling

Get email templates

Tool to list all available email templates. use when you need to retrieve available templates before sending email campaigns.

ActionInstant

New Contact Trigger

Triggers when a new Contact is Created in Salesforce.

TriggerPolling

Get sales

Tool to retrieve a list of all sales. use when you need comprehensive sales data for reporting or analytics.

ActionInstant

New Lead Trigger

Triggers when a new Lead is created in Salesforce.

TriggerPolling

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.

ActionInstant

New or Updated Opportunity

Triggers when a Salesforce Opportunity is created or updated.

TriggerPolling

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.

ActionInstant

Connect any two apps with Notis in the middle.

Salesforce and Dripcel, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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