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Discover the right AlgoDocs extractors for new deals

Give each new deal a faster path to the extractor that matches its documents.

Trigger

New Deal Received Trigger

Triggered when a new deal 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

Teams lose time searching extractor catalogs after a deal has already created pressure to act.

  • Surfaces available extractor names early
  • Connects extractor discovery to deal context
  • Reduces manual catalog browsing

Setup

Build it in a few focused steps.

  • 1Connect Pipedrive and AlgoDocs to Notis once.
  • 2Create an automation for extractor discovery on new deals.
  • 3Tell Notis to list AlgoDocs extractors and summarize likely matches using the deal details, while calling out missing document information.
  • 4Pick the New Deal Received trigger and a report channel.
  • 5Test with one real deal.

Questions about this workflow

Will it run an extractor?

No. It only lists the extractors available in your AlgoDocs account and summarizes possible matches.

What if the deal lacks document details?

The report should identify the missing information instead of guessing.

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.

TriggerScheduled

Get Current User

Tool to retrieve current user information. Use after authenticating with your API key to verify identity.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

List document data extractors

Tool to list document data extractors. Use when you need identifiers and names of all extractors in your AlgoDocs account.

ActionInstant

New Deal Received Trigger

Triggered when a new deal is created in Pipedrive

TriggerInstant

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.

ActionInstant

New Note Received Trigger

Triggered when a new note is created in Pipedrive

TriggerInstant

New Organization Received Trigger

Triggered when a new organization is created in Pipedrive

TriggerInstant

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

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