Check wallet balances for every new deal
See a prospect's token holdings before the next sales conversation.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Action
Get Token Balances
This tool retrieves erc20 token balances for a specified ethereum address. it can either return balances for all tokens an address has ever interacted with or for a specific set of token contract addresses. it is useful for checking token balances for wallets, monitoring erc20 token holdings, portfolio tracking, and defi applications.
Why this helps
Wallet details are often buried in deal notes, forcing founders to switch tools and manually inspect balances.
- Reduce research time before calls
- Surface relevant token holdings quickly
- Keep blockchain context with the deal
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Alchemy in Notis once.
- 2Create a new automation and name it.
- 3Tell Notis to retrieve ERC20 balances for the wallet address in each new deal and summarize notable holdings.
- 4Pick Pipedrive New Deal Received as the trigger.
- 5Choose a report channel, then test with one real deal containing a wallet address.
Questions about this workflow
What if the deal has no wallet address?
Notis can report that the address is missing and leave the deal unchanged.
Can it check selected token contracts?
Yes. Include the contract addresses in your instruction when you create the automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Alchemy. A trigger fires from one place; an action lands in another.
Pipedrive triggers
Alchemy actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get NFT Contract Metadata
This tool retrieves metadata for a given nft smart contract. essential for obtaining basic nft collection details such as contract name, symbol, total supply, token type (erc721 vs erc1155), contract deployer address, deployed block number, opensea metadata, and contract verification status.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get NFT Sales
This tool will retrieve nft sales data across various marketplaces. it allows users to query historical nft sales data with filtering options such as fromblock, toblock, order, marketplace, and limit in order to track nft sales activity, analyze historical data, monitor specific collections, and get real-time updates on nft transactions.
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Get NFTs for Contract
This tool retrieves all nfts for a given contract address. it is designed to return a complete list of nfts from a specific nft collection by accepting parameters such as contractaddress (required), withmetadata (optional), pagesize (optional), and pagekey (optional). the tool is useful for analyzing collections, building nft marketplaces, and creating collection analytics.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Get NFT Owners
This tool retrieves the owner(s) for a specific nft token, supporting both erc721 and erc1155 tokens on ethereum and several layer 2 chains such as polygon, arbitrum, optimism, and base. it requires the contract address and tokenid, and returns a list of owner addresses along with an optional pagination key for further results.
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Get Token Balances
This tool retrieves erc20 token balances for a specified ethereum address. it can either return balances for all tokens an address has ever interacted with or for a specific set of token contract addresses. it is useful for checking token balances for wallets, monitoring erc20 token holdings, portfolio tracking, and defi applications.
Get Token Metadata
This tool retrieves metadata for a given token contract address, including the token's name, symbol, decimals, and logo url if available. it is essential for applications that need to display token information, handle token transfers, or manage token listings.
Get Transaction Count
This tool retrieves the number of transactions sent from a specific address (also known as the nonce). it uses the eth gettransactioncount endpoint to return the transaction count for an address at a specified block tag (latest, pending, earliest, or a hex block number), which is essential for determining the nonce for subsequent transactions.
Connect any two apps with Notis in the middle.
Pipedrive and Alchemy, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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