Triage SMS replies with Salesforce contact details
See which replies may need attention, with CRM details close at hand.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
Reply triage slows down when a person has to search the message tool and CRM separately.
- Reduce repeated lookups across apps
- Focus a report on specified reply filters
- Keep CRM context alongside reply content 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, specify reply filters and which Salesforce Contact details belong in the triage report.
- 4Pick a recurring schedule as the trigger.
- 5Choose a report channel, then test with one real reply.
Questions about this workflow
What filters can be used for replies?
Replies can be searched by ID, campaign, date range, or content. Name the filters in your instruction.
Will Salesforce contact details always match a reply?
Matching depends on identifiers available from the reply and Salesforce. State the matching rule and provide any missing identifiers.
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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Account Created or Updated
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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)
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New Contact Trigger
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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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