Review current Airtable details alongside a new deal
Bring an existing record into the moment a new deal arrives, so you can review fresh pipeline activity with context.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Action
Get Record
Retrieves a specific record from a table within an airtable base.
Why this helps
A new opportunity can be hard to assess when its existing account or project details live in a separate Airtable view.
- Put an existing record's details into the deal review
- Reduce time spent locating related Airtable information
- Make current context available when a deal is created
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Airtable once in the Notis portal.
- 2Create an automation by telling Notis the outcome in plain language, or use Automations, New Automation in the portal.
- 3In one instruction, identify the Airtable base, table and record using available deal details, then ask Notis to include the retrieved details in the run report.
- 4Pick the Pipedrive new deal trigger and choose where run reports should go.
- 5Test with one real deal whose Airtable record is known.
Questions about this workflow
Does this create or update an Airtable record?
No. It retrieves a specific existing record and can make its details available in the run report.
What if I do not know the Airtable record ID?
Describe how to identify the record from available data. The workflow needs enough information to locate a specific existing record.
What information is returned?
The action retrieves the specified record from a table in an Airtable base.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Airtable. A trigger fires from one place; an action lands in another.
Pipedrive triggers
Airtable actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create base
Creates a new airtable base with specified tables and fields within a workspace; ensure field options are valid for their type.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Comment
Creates a new comment on a specific record within an airtable base and table.
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Create Field
Creates a new field within a specified table in an airtable base.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Create multiple records
Creates multiple new records in a specified airtable table.
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Create a record
Creates a new record in a specified airtable table; field values must conform to the table's column types.
Create table
Creates a new table within a specified existing airtable base, allowing definition of its name, description, and field structure.
Delete Comment
Deletes an existing comment from a specified record in an airtable table.
Delete multiple records
Deletes up to 10 specified records from a table within an airtable base.
Connect any two apps with Notis in the middle.
Pipedrive and Airtable, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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