Create a research list for every new deal
Give each opportunity a clean place for research inputs.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Action
Create List
Tool to create a new list. use after preparing the list name and optional description. example: "create a list named 'contacts' with description 'potential leads'."
Why this helps
Research URLs and records scatter across notes, chats, and spreadsheets.
- Centralize deal research inputs
- Reduce setup friction
- Keep research organized by opportunity
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Agenty in Notis once.
- 2Create an automation named Deal research list creator.
- 3Tell Notis to create an Agenty list named from the new deal and explain its research purpose.
- 4Pick the New Deal Received trigger and choose a report channel.
- 5Test with one real deal.
Questions about this workflow
Can the list include rows automatically?
This action creates the list; use a separate upload or row workflow for data loading.
Can I control the list name?
Yes. State the naming pattern in the plain-language instruction.
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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