Create an asset brief for every new organization
Move from account creation to a usable creative shortlist in one automated step.
Trigger
New Organization Received Trigger
Triggered when a new organization 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
Teams spend too long assembling an initial asset view for each new organization.
- Shorten account research
- Create a reusable onboarding brief
- Keep asset decisions tied to organization context
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Adrapid once in the Notis portal.
- 2Create an automation for organization asset briefs.
- 3Tell Notis to list ready Adrapid banners and produce a concise shortlist based on the new organization details.
- 4Select New Organization Received as the trigger.
- 5Choose a report channel and test with one real organization.
Questions about this workflow
What if the organization has no useful matching banners?
The brief can state that no suitable ready assets were found and identify the missing context.
Can I specify a preferred banner type?
Yes. Include the preference in the plain language instruction.
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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No card. Works with personal or business Adrapid.