Send timely texts from Salesforce opportunity changes
Turn a meaningful opportunity change into a timely text, guided by your instructions.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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
Important deal updates can be missed when follow-up depends on remembering to switch tools.
- Reduce delays after relevant opportunity changes
- Choose which changes warrant a text in your instruction
- Keep follow-up connected to Salesforce activity
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 which opportunity changes merit a text and the message to send.
- 4Pick New or Updated Opportunity as the automation trigger.
- 5Choose a report channel, then test with one real opportunity.
Questions about this workflow
Does every opportunity change have to send a text?
Your instruction can ask Notis to send only when the change fits your stated conditions. The trigger itself covers created or updated Opportunities.
What information can the SMS include?
Notis can use details available in the Salesforce event and your instruction. Provide message content or rules for missing details.
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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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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Record Updated (Generic SObject)
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New Contact Trigger
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Triggers when a new Lead is created in Salesforce.
Dripcel Post Compliance Send
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New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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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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