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Notis

Turn version tags into sales milestones

Give important versions a business follow-through without adding a launch checklist.

Trigger

New Repository Tag Created

Triggers when a new tag is created in a GitHub repository. Monitors the repository's tags and fires an event for each newly created tag. The payload includes the tag name, the commit SHA and URL it points to, and archive download URLs.

Action

Create Deal

Tool to create a new deal in pipeline crm. use after gathering all details. example: create a deal named 'big partnership' worth 50000 usd in stage 2.

Why this helps

Version tags mark progress for engineering but do not automatically remind the founder to connect that progress to customers or revenue.

  • Creates a consistent launch-related sales cue
  • Keeps major version context available for follow-up
  • Reduces manual launch administration

Setup

Build it in a few focused steps.

  • 1Connect GitHub and Pipeline CRM to Notis once through the portal.
  • 2Create the automation in the portal or tell Notis the desired result in plain language.
  • 3Use this instruction: When a meaningful GitHub version tag is created, create a Pipeline CRM deal for launch or upgrade follow-up with the tag context.
  • 4Choose the New Repository Tag Created trigger, select the run-report channel, and test with one real version tag.

Questions about this workflow

Can this watch only version tags?

Yes. Configure the GitHub trigger for the repository and tag pattern you use.

What makes a tag meaningful?

Describe your release naming convention in the plain-language instruction.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link GitHub to Pipeline crm. A trigger fires from one place; an action lands in another.

GitHub triggers

Pipeline crm actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Delete Company

Tool to delete a company by id in pipeline crm. use after confirming the company id is correct. example: "delete company with id 123".

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Delete Deal

Tool to delete a deal by id. use when you need to remove a deal from pipeline crm.

ActionInstant

New Workflow Artifact Created

Triggers when a new workflow artifact is created in a GitHub repository. Monitors for newly created GitHub Actions workflow artifacts. Optionally filters by artifact name to restrict monitoring to specific artifacts.

TriggerPolling

Get Company by ID

Tool to retrieve details for a specific company by id. use after you have the company id.

ActionInstant

Branch Changed

Triggers when a GitHub branch changes. Monitors a specific branch for: - New commits pushed (head commit SHA changes) - Protection status toggled (branch becomes protected or unprotected) - Protection settings changed, including: required status checks and their enforcement level, admin enforcement, required pull request reviews (dismiss stale reviews, code owner reviews, approving review count, last push approval), required linear history, force push allowance, deletion allowance, conversation resolution, branch locking, and fork syncing.

TriggerPolling

Get Deal by ID

Tool to retrieve details for a specific deal by id in pipeline crm. use after confirming the deal id.

ActionInstant

New Branch Created

Triggers when a new branch is created in a GitHub repository. Detects newly created branches. Deleted branches do not fire events.

TriggerPolling

Get Deal Stage by ID

Tool to retrieve details for a specific stage by id in pipeline crm. use after confirming the stage id.

ActionInstant

Check Run Status / Conclusion Changed

Triggers when a specific GitHub check run changes its status or conclusion. Monitors a single check run for changes to: status (queued, in_progress, completed, etc.), conclusion (success, failure, neutral, cancelled, skipped, timed_out, action_required), started_at, and completed_at.

TriggerPolling

Get calendar task by ID

Tool to retrieve details for a specific task by id in pipeline crm. use after confirming the task id.

ActionInstant

Check Suite Status / Conclusion Changed

Triggers when a GitHub check suite changes its status or conclusion for a given ref. Monitors all check suites associated with a git reference (branch, tag, or commit SHA) for changes to status (queued, in_progress, completed, etc.) and conclusion (success, failure, neutral, cancelled, skipped, timed_out, action_required, startup_failure, stale). Optionally filters by GitHub App ID.

TriggerPolling

List Companies

Tool to list companies in pipeline crm. use when you need to fetch multiple companies with optional filtering and pagination.

ActionInstant

New Code Scanning Alert Created

Triggers when a new code scanning alert is created in a repository. Fires an event for each newly created code scanning alert detected in the configured repository. Alerts can be filtered by Git reference, scanning tool, state, and severity. The payload includes the alert number, rule details, tool information, state, severity, and the location of the most recent instance.

TriggerPolling

List Leads

Tool to list leads in pipeline crm. use when you need to fetch multiple leads with optional filtering and pagination.

ActionInstant

Connect any two apps with Notis in the middle.

GitHub and Pipeline crm, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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