Keep contact tags current across Salesforce and Dripcel
When a Contact changes, Notis can apply the Dripcel tag your process calls for.
Trigger
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
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
A changed customer record may require a tag update, but manually checking another tool is easy to defer.
- Reduce manual tag maintenance
- React to changed fields and timestamps
- Apply tags based on rules you state
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 which Contact changes lead to which tag.
- 4Pick Contact Updated as the automation trigger.
- 5Choose a report channel, then test with one real updated Contact.
Questions about this workflow
Does the trigger include changed fields?
Yes. The Contact Updated event emits changed fields alongside relevant timestamps.
Can tags be removed with this action?
The listed action adds tags. Removing tags is not supported by this action.
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.
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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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