Check Adrapid API context after new notes
Give technical follow-up the account context it needs as soon as a note is recorded.
Trigger
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Action
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.
Why this helps
A note can trigger urgent work while the team lacks clarity about the connected Adrapid account or API version.
- Provide account details alongside the note
- Reduce setup confusion
- Support safer technical follow-up
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Adrapid once in the Notis portal.
- 2Create an automation and name the note follow-up.
- 3Tell Notis to retrieve Adrapid user and API information and summarize any context relevant to the new note.
- 4Pick New Note Received as the trigger.
- 5Choose the report destination and test with one real note.
Questions about this workflow
Is the note sent to Adrapid?
No. The automation retrieves Adrapid account and API information and summarizes it with the note context.
Can I use this for technical requests in notes?
Yes, when the note contains enough detail for Notis to explain the relevant context.
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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