Route note driven work into an Agenty project
Keep requested research attached to the project that owns it.
Trigger
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Action
Add Agents to Project
Tool to add agent(s) to a project. use after confirming the project exists and you have valid agent ids. example: "add agents ['agent abc123','agent xyz789'] to project 123."
Why this helps
Even when an agent exists, it may remain outside the project where people look for results.
- Keep projects organized
- Reduce misplaced work
- Make ownership clearer
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Agenty in Notis once.
- 2Create an automation named Note to project agent router.
- 3Tell Notis which project and existing agent to connect when the note requests that assignment.
- 4Pick the New Note Received trigger and choose a report channel.
- 5Test with one real note.
Questions about this workflow
Do I need both ids?
Yes. Identify the Agenty project and agent in the instruction.
Can it avoid duplicate assignments?
Ask Notis to check the intended project context before adding the agent.
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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