Organize new Salesforce contacts with Dripcel tags
New contact records can arrive with a useful Dripcel tag already applied.
Trigger
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
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
Manually locating new contacts in another system creates extra work and inconsistent audience organization.
- Reduce repetitive contact organization
- Make newly created contacts easier to identify in Dripcel
- Use tag names or IDs provided in your instruction
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, name the Dripcel tag to apply and how to identify the contact.
- 4Pick New Contact Trigger as the automation trigger.
- 5Choose a report channel, then test with one real contact.
Questions about this workflow
Does this create a missing Dripcel contact?
The tag action supports creating a missing contact when create missing contact is enabled. State whether Notis should do that in your instruction.
What if the Contact has no cell number?
The tag action identifies a contact by MSISDN. The workflow needs an available cell number to apply the tag.
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.
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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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