Verify Adrapid access when a new deal arrives
Confirm the connected Adrapid account before your team acts on a new opportunity.
Trigger
New Deal Received Trigger
Triggered when a new deal 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
Teams can waste time preparing assets in the wrong account or against an outdated API connection.
- Confirm the active Adrapid account
- Surface API version details early
- Prevent account confusion during handoff
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Adrapid once in the Notis portal.
- 2Create a new automation and give it a clear name.
- 3Tell Notis to retrieve Adrapid user and API information and summarize what the new deal handoff should use.
- 4Select the New Deal Received trigger in Pipedrive.
- 5Choose where reports go and test with one real deal.
Questions about this workflow
What information is retrieved?
Adrapid user account details and available API version information.
Will this change the Adrapid account?
No. The action only retrieves account and API information.
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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