Find content category angles for new deals
Turn deal context into a focused set of content directions for the next conversation.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Action
Get Categories
Tool to get all categories. use when you need to list every category in a given locale.
Why this helps
Sales teams know the opportunity but lack a shared way to find the right content themes.
- Focus follow-up on relevant themes
- Reduce taxonomy searching
- Create clearer sales handoffs
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Agility CMS once in Notis.
- 2Create an automation named New Deal Category Content Angle.
- 3Describe that Notis should retrieve Agility CMS categories and identify categories that support each new deal.
- 4Pick the New Deal Received trigger and select a report channel.
- 5Test with one deal that includes a clear business need.
Questions about this workflow
Can the report include every category?
Yes. The action retrieves all categories for a given locale, then Notis can highlight the most relevant ones.
Does this alter deal stages?
No. It only produces a category based content report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Agility cms. A trigger fires from one place; an action lands in another.
Pipedrive triggers
Agility cms actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Authors
Tool to retrieve all authors from an agility cms instance. use when you need the full list of authors for display or processing.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Categories
Tool to get all categories. use when you need to list every category in a given locale.
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Get Content Item
Tool to fetch details of a content item by content id. use when you need item fields and metadata from agility cms.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Get Content List
Tool to retrieve a list of content items by reference name. use when you need to fetch and page through content list data with optional filtering, sorting, and link expansions.
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Get Content Models
Tool to retrieve content models and page modules. use when you need schema definitions to dynamically build content structures.
Get Logs
Tool to retrieve sync items (logs) from agility cms. use after initial full sync to fetch updates.
Get Page
Tool to retrieve details of a page, including metadata, content zones, and components. use after you know the page id to fetch.
Get Page Modules
Tool to retrieve all page modules defined in the agility instance. use when you need only modular definitions without content models.
Connect any two apps with Notis in the middle.
Pipedrive and Agility cms, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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