Review available templates during outreach planning
Know which templates are available when planning your next customer touchpoint.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get email templates
Tool to list all available email templates. use when you need to retrieve available templates before sending email campaigns.
Why this helps
Searching for templates during outreach planning adds another interruption and slows down follow-up.
- Make template availability easy to review
- Reduce interruptions during outreach planning
- Include relevant 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, request the template list and specify the Salesforce outreach context for the report.
- 4Pick a recurring schedule as the trigger.
- 5Choose a report channel, then test with one real run.
Questions about this workflow
Does this send an email?
No. The listed action retrieves available email templates; it does not send an email.
Can I request a particular template category?
The action lists available templates. Ask Notis to filter or summarize based on information returned by Dripcel.
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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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.
Get email templates
Tool to list all available email templates. use when you need to retrieve available templates before sending email campaigns.
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Connect any two apps with Notis in the middle.
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When this happens · Trigger
Do this · Action
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