Create an intelligence project for a new deal
Give important opportunities a focused research command center.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Action
Create Project
Tool to create a new project. use when you need to initialize a project with a name and optional description or template.
Why this helps
High priority deals need multiple research tasks, but they are hard to coordinate ad hoc.
- Coordinate multiple research tasks
- Create a clear execution home
- Reduce opportunity setup work
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Agenty in Notis once.
- 2Create an automation named Deal intelligence project creator.
- 3Tell Notis to create an Agenty project named for the new deal with its research objective and scope.
- 4Pick the New Deal Received trigger and choose a report channel.
- 5Test with one real deal.
Questions about this workflow
Can I limit this to strategic deals?
Yes. State the deal criteria in the automation prompt.
Can agents be added later?
Yes. Use the project id in a separate assignment workflow.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Agenty. A trigger fires from one place; an action lands in another.
Pipedrive triggers
Agenty actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Clone Agent by ID
Tool to clone an existing agent by its id. use when you need to duplicate an agent's configuration and optionally start the clone immediately.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Agent
Tool to create a new agent. use when you need to add an agent with configuration and optional auto-start.
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Get Agent Templates
Tool to fetch all public agent templates and sample agents. use when listing available templates for users to select.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Delete Agent by ID
Tool to delete a single agent by its id. use when you need to permanently remove an agent after confirming it exists.
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Fetch all agents
Tool to fetch all active agents under an account. use after authenticating when you need to list agents with pagination and sorting.
Get Agent by ID
Tool to fetch details of a specific agent by its id. use when you need full agent configuration before taking further actions.
Update Agent by ID
Tool to update an agent's configuration and settings by agent id. use when you need to modify an existing agent after retrieving its current settings. example: "update agent 123 with new name and tags."
Create API Key
Tool to create a new api key. use when you need to provision access credentials for the api.
Connect any two apps with Notis in the middle.
Pipedrive and Agenty, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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