Match Pipedrive notes with ready Adrapid banners
Convert every new customer or campaign note into a fast asset check.
Trigger
New Note Received Trigger
Triggered when a new note 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
Important requests buried in notes often fail to reach the people managing creative assets.
- Turn notes into visible asset actions
- Find existing banners before requesting new work
- Keep customer context close to creative inventory
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Adrapid once in the Notis portal.
- 2Create an automation from Automations, New Automation.
- 3Tell Notis to list ready Adrapid banners and match them to the new Pipedrive note, calling out gaps.
- 4Choose the New Note Received trigger.
- 5Select a report channel and test with one representative note.
Questions about this workflow
Can it interpret free text in the note?
Yes. Notis can analyze the note text and compare it with the banner information returned by Adrapid.
What happens when no banner matches?
The report can identify the gap for a follow-up creative request.
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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