Turn Pipedrive deals into Agiled projects
Move every new deal into delivery planning without retyping the brief.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Action
Create Project
Tool to create a new project in agiled. use when you have collected all project details and need to set up the project before assigning tasks. example: "create a new project named website redesign with start date 2023-09-01 and status in progress."
Why this helps
Signed deals can sit in sales notes while delivery setup waits for manual handoff.
- Starts delivery setup immediately
- Preserves deal context for the project team
- Reduces manual handoff work
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Agiled in the Notis portal.
- 2Create an automation and describe that each new deal should become an Agiled project with its available details.
- 3Pick the Pipedrive New Deal Received trigger.
- 4Choose where run reports should be delivered.
- 5Test with one real deal and review the created project.
Questions about this workflow
Which Pipedrive deals are used?
The automation runs for each deal delivered by the New Deal Received trigger. State any qualification rule in your instruction.
What if a deal lacks a project start date?
Tell Notis to leave the date unset or ask for a default in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Agiled. A trigger fires from one place; an action lands in another.
Pipedrive triggers
Agiled actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Expense
Tool to create a new expense in agiled. use after gathering expense details and authenticating with your api key.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Project
Tool to create a new project in agiled. use when you have collected all project details and need to set up the project before assigning tasks. example: "create a new project named website redesign with start date 2023-09-01 and status in progress."
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Create Task
Tool to create a new task in agiled. use when you have all task details and want to add it to your project board. example: "create a task titled 'draft specs' for project 45, assigned to user 7, priority normal, due date 2025-11-05."
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Create Ticket
Tool to create a new support ticket in agiled. use after gathering all required ticket details (subject, message, priority, user id).
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Get Contacts
Tool to retrieve a list of all contacts. use after configuring the api key to fetch contacts with optional pagination or search filters.
Get Currencies
Tool to list currencies. use when you need to fetch available currency options after authentication.
Get Deals
Tool to retrieve a list of all deals. use after confirming your api key to list all deals for crm reporting.
Get Employees
Tool to retrieve a list of all employees. use when you need up-to-date employee directory from agiled.
Connect any two apps with Notis in the middle.
Pipedrive and Agiled, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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