Refresh agent inputs for new organizations
Keep account research pointed at the right source from the start.
Trigger
New Organization Received Trigger
Triggered when a new organization 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
Research agents can miss the correct site when account data changes or arrives late.
- Use current website sources
- Reduce stale research
- Improve account coverage
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Agenty in Notis once.
- 2Create an automation named Organization website input refresh.
- 3Tell Notis which existing agent to update with the new organization's website or source details.
- 4Pick the New Organization Received trigger and choose a report channel.
- 5Test with one real organization.
Questions about this workflow
Do I need an existing agent id?
Yes. The update action requires the intended agent to be identified.
Can it skip organizations without websites?
Yes. Instruct Notis to report and skip missing source URLs.
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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New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
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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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