Prepare an extractor catalog for new organizations
Start organization onboarding with a clear view of the extractors already available.
Trigger
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Action
List document data extractors
Tool to list document data extractors. Use when you need identifiers and names of all extractors in your AlgoDocs account.
Why this helps
Onboarding stalls when teams repeatedly search for the same document extraction capabilities.
- Creates a reusable extractor overview
- Anchors the overview to organization context
- Reduces repeated setup research
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and AlgoDocs to Notis once.
- 2Create an automation for new organization extractor catalogs.
- 3Tell Notis to list all AlgoDocs extractors and summarize relevant options and unknowns for the new organization.
- 4Choose the New Organization Received trigger and a report channel.
- 5Test with one real organization.
Questions about this workflow
Are extractors created by this workflow?
No. It only retrieves the existing extractor list from AlgoDocs.
Can the report mention the organization name?
Yes, if that information is present in the trigger payload.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Algodocs. A trigger fires from one place; an action lands in another.
Pipedrive triggers
Algodocs actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Current User
Tool to retrieve current user information. Use after authenticating with your API key to verify identity.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List document data extractors
Tool to list document data extractors. Use when you need identifiers and names of all extractors in your AlgoDocs account.
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
List folders
Tool to list folders. Use when you need to retrieve all folder IDs and their hierarchy. Must be called after obtaining an API key.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Connect any two apps with Notis in the middle.
Pipedrive and Algodocs, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Algodocs.