Follow up by text when a Salesforce account changes
Use an account change as a signal to follow up while the context is fresh.
Trigger
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Action
Send SMS
Tool to send a single sms to a contact. use when you need to deliver a targeted message immediately or schedule it for later.
Why this helps
Account changes can prompt customer communication, but the next step can be lost among other work.
- React to Account creation and updates
- Set the outreach conditions in plain language
- Use available customer and account context
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, describe the Account changes that warrant a text and how to identify its recipient.
- 4Pick Account Created or Updated as the automation trigger.
- 5Choose a report channel, then test with one real Account event.
Questions about this workflow
Will every Account change send a text?
Your instruction should specify which changes justify outreach. The trigger covers Account creation and updates.
What if the Account record has no recipient number?
The SMS needs a recipient cell number. The number must be available in Salesforce context or supplied through your process.
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
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When this happens · Trigger
Do this · Action
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