Organize Dripcel contacts around deal changes
Keep the right customer records easy to find when deal context changes.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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
An opportunity's status may change while the related outreach list remains hard to organize.
- Tie deal changes to contact organization
- Use tags to support your follow-up process
- Reduce manual CRM-to-messaging handoffs
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 which Opportunity changes warrant a tag and how to identify the contact.
- 4Pick New or Updated Opportunity as the automation trigger.
- 5Choose a report channel, then test with one real opportunity.
Questions about this workflow
Can an Opportunity always identify a contact?
Only when the event or connected context provides enough information to identify a Dripcel contact by cell number. State the matching rule in your instruction.
Can I apply different tags for different changes?
Yes, if the relevant change and recipient details are available. Describe the tag rules clearly in your instruction.
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.
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.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
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.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Get Deliveries
Tool to retrieve a list of deliveries. use when you need to fetch delivered messages optionally filtered by cell or customerid.
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.
Get email templates
Tool to list all available email templates. use when you need to retrieve available templates before sending email campaigns.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Get sales
Tool to retrieve a list of all sales. use when you need comprehensive sales data for reporting or analytics.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
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.
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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