Broadcast important Pipedrive notes through Ably
Make new CRM notes visible where your team coordinates follow-up.
Trigger
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Action
Publish Message to Channel
This tool will allow users to publish a message to a specified ably channel using a post request. it covers the essentials like channel name, message data, optional event name/type, and additional metadata for push notifications. it is an independent and fundamental operation within ably's real-time messaging platform.
Why this helps
Useful notes can remain buried in Pipedrive after the meeting or call ends.
- Expose important notes immediately
- Keep follow-up aligned across tools
- Reduce repeated CRM checking
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Ably in Notis once.
- 2Create an automation named Note Follow-up Broadcast.
- 3Tell Notis to publish a concise summary of each new note to the chosen Ably channel.
- 4Pick New Note Received Trigger as the trigger.
- 5Choose a report channel, then test with one real note.
Questions about this workflow
Can Notis summarize a long note?
Yes. Ask it to extract the decision, owner, deadline, or next step from the note content returned by Pipedrive.
Where is the message sent?
You specify the Ably channel in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Ably. A trigger fires from one place; an action lands in another.
Pipedrive triggers
Ably actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Query Batch Presence
This tool enables querying the presence states of multiple channels in a single api request. the api retrieves the member presence details of the specified channels in parallel.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Query Batch Presence History
This tool enables querying presence history for multiple channels in a single api request. it uses the get endpoint at https://rest.ably.io/presence to retrieve the member presence history details of the specified channels in parallel.
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Create Ably Channel
Creates a new channel or retrieves an existing channel in ably. this tool allows you to programmatically create and initialize channels for real-time messaging. since ably creates channels implicitly when first used, this action publishes an empty initialization message to create/activate the channel.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Delete Channel Subscription
This tool allows you to unsubscribe devices or clients from push notifications for specific channels. the operation is asynchronous, so immediate requests after deletion may briefly still return the subscription.
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Get Channel Details
This tool retrieves metadata and details for a specific channel in ably. it returns a channeldetails object containing information about the channel's status, occupancy, and other metadata. the endpoint provides visibility into channel activity, including metrics such as connections, presence, publishers, and subscribers, and requires appropriate permissions.
Get Channel History
This tool retrieves the message history for a specified ably channel. it uses the get /channels/{channelid}/messages endpoint to return a paginated list of messages in chronological order, subject to parameters such as 'channelid', 'limit', 'direction', 'start', and 'end'. the tool is useful for auditing, recovering missed messages, analyzing channel activity, and debugging message flows. authentication is required via basic or token authentication.
Get Channel Presence History
This tool retrieves the history of presence messages for a specified channel in ably. it allows you to query presence events on a channel within a given time period.
Get Ably Service Time
This tool retrieves the current server time from ably's service in milliseconds since the epoch. it is particularly useful for time synchronization and generating valid tokenrequest timestamps to prevent replay attacks. the endpoint supports multiple content types, handles http errors, network issues, and is a fundamental tool for ensuring accurate timing in ably applications.
Connect any two apps with Notis in the middle.
Pipedrive and Ably, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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