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Notis

Confirm Adrapid identity during organization onboarding

Start account work with a clear view of the Adrapid connection your team will use.

Trigger

New Organization Received Trigger

Triggered when a new organization 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

New account onboarding can drift when connected marketing accounts are unclear or shared incorrectly.

  • Confirm the active Adrapid user
  • Clarify API version context
  • Reduce onboarding errors

Setup

Build it in a few focused steps.

  • 1Connect Pipedrive and Adrapid once in the Notis portal.
  • 2Create an automation for organization onboarding.
  • 3Tell Notis to retrieve Adrapid user and API information and summarize it for the new organization.
  • 4Select New Organization Received as the trigger.
  • 5Choose a report channel and test with one real organization.

Questions about this workflow

What does the report contain?

It contains the authenticated Adrapid user details and available API version information, summarized with the organization context.

Can this modify account permissions?

No. It is a read only information check.

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.

TriggerScheduled

Get API info

Tool to retrieve api root information. use when you need to discover the api's description and version details.

ActionInstant

Webhook trigger

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

TriggerInstant

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.

ActionInstant

New Deal Received Trigger

Triggered when a new deal is created in Pipedrive

TriggerInstant

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').

ActionInstant

New Note Received Trigger

Triggered when a new note is created in Pipedrive

TriggerInstant

New Organization Received Trigger

Triggered when a new organization is created in Pipedrive

TriggerInstant

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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