Audit Adrapid banners for every new Pipedrive deal
Turn a new deal into an immediate view of the marketing assets ready to support it.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Action
List Banners
Tool to list all banners and their statuses. use when you need to retrieve banners after creation or to audit existing banners. ensure you apply filters to narrow down results (e.g., status='ready').
Why this helps
New deals can move forward while useful campaign banners remain hard to find or verify.
- See ready banners while deal context is fresh
- Reduce manual asset hunting
- Give sales and marketing one concise report
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Adrapid once in the Notis portal.
- 2Create an automation in Automations, New Automation and name it.
- 3Tell Notis to list ready Adrapid banners and identify assets relevant to each new deal.
- 4Pick the Pipedrive New Deal Received trigger.
- 5Choose a report channel, then test with one real deal.
Questions about this workflow
Does this create a new banner?
No. It lists existing Adrapid banners and reports the relevant ready assets.
Can Notis know the deal's campaign goal automatically?
Only if the deal details include it. Otherwise, include the goal in your instruction or deal notes.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Adrapid. A trigger fires from one place; an action lands in another.
Pipedrive triggers
Adrapid actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get API info
Tool to retrieve api root information. use when you need to discover the api's description and version details.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get user and API info
Tool to get user account and api information. use when you need to retrieve authenticated user details and api versions.
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
List Banners
Tool to list all banners and their statuses. use when you need to retrieve banners after creation or to audit existing banners. ensure you apply filters to narrow down results (e.g., status='ready').
New Note Received Trigger
Triggered when a new note is created in Pipedrive
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Connect any two apps with Notis in the middle.
Pipedrive and Adrapid, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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