Triage creative requests from Pipedrive notes
Give every note a clear creative next step without opening another tool.
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
Creative requests in free text can be missed, duplicated, or sent for production before existing assets are checked.
- Separate matches from gaps
- Avoid duplicate production requests
- Make note follow-up easier to act on
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Adrapid once in the Notis portal.
- 2Create an automation named for note based banner triage.
- 3Tell Notis to list Adrapid banners and classify the new note as an existing match, a likely revision, or a missing asset.
- 4Pick New Note Received as the trigger.
- 5Choose where reports go and test with one real note.
Questions about this workflow
Can the workflow recommend a revision?
Yes, if the note and returned banner details provide enough evidence for a specific recommendation.
Does it submit a production request?
No. It produces a triage report for your team.
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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