Check banner freshness when deals arrive
Keep new deal follow-up from relying on creative assets that no longer fit.
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
A ready status does not guarantee that a banner still matches current offer, audience, or positioning.
- Expose possible stale assets
- Focus review on ready banners
- Give teams a repeatable freshness checkpoint
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Adrapid once in the Notis portal.
- 2Create an automation for new deal asset freshness.
- 3Tell Notis to list ready Adrapid banners and flag any that appear stale against the deal details or your stated baseline.
- 4Choose New Deal Received as the trigger.
- 5Select a report channel and test with one real deal.
Questions about this workflow
Does Adrapid provide historical performance data here?
No. The report can only use the banner details returned by the list action and any baseline you provide.
Can I define what stale means?
Yes. Include your freshness rules or comparison baseline in the automation 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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