Update an Agenty agent from a new Pipedrive note
Keep research inputs current as account knowledge changes.
Trigger
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Action
Update Input by Agent ID
Tool to update agent input by agent id. use when you need to modify an agent's input source (url, manual data, list, or agent) after verifying the agent id.
Why this helps
Agents keep running against stale URLs or instructions after account updates.
- Keep agent inputs current
- Reduce manual maintenance
- Respond faster to account changes
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Agenty in Notis once.
- 2Create an automation named Note driven input update.
- 3Tell Notis which existing agent to update and how to apply relevant URLs or data from the new note.
- 4Pick the New Note Received trigger and choose a report channel.
- 5Test with one real note.
Questions about this workflow
Do I need to provide an agent id?
Yes. The instruction must identify the existing Agenty agent to update.
Can unrelated note text be ignored?
Tell Notis to update only when the note contains relevant input changes.
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.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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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
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New Note Received Trigger
Triggered when a new note is created in Pipedrive
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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
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Tool to fetch all active agents under an account. use after authenticating when you need to list agents with pagination and sorting.
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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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