Review SMS replies with your Salesforce context
Get a scheduled view of replies that may need a Salesforce follow-up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
Replies spread across messaging and CRM tools make it harder to spot who needs a response.
- Reduce time spent checking separate tools
- Surface replies using filters you specify
- Review related Salesforce 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, state the reply filters and the Salesforce context to include in the review.
- 4Pick a recurring schedule as the trigger.
- 5Choose a report channel, then test with one real reply.
Questions about this workflow
Which reply filters can I use?
The action can search by reply ID, campaign, date range, or content. State the filters you want in your instruction.
Does this send a reply to the customer?
No. This workflow searches and reviews replies. The listed reply action does not send a response.
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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New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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.
Salesforce and Dripcel, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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