Turn new Pipedrive deals into fast financial reviews
See the company fundamentals before your next sales conversation.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Action
Income Statement
Tool to fetch annual and quarterly income statements. use after confirming the company symbol.
Why this helps
Switching between CRM records and financial filings slows deal qualification.
- Qualify accounts with current financial context
- Reduce manual research before calls
- Surface revenue and margin signals early
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Alpha Vantage in Notis once
- 2Create an automation named New Deal Financial Review
- 3Tell Notis to fetch and summarize the income statement for each new deal company
- 4Pick the Pipedrive New Deal Received trigger and a report channel
- 5Test with one real deal and confirm the company symbol
Questions about this workflow
What if the deal has no ticker symbol?
Ask Notis to flag the deal for manual symbol confirmation before fetching data.
Which periods are returned?
Alpha Vantage provides annual and quarterly income statement periods.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Alpha vantage. A trigger fires from one place; an action lands in another.
Pipedrive triggers
Alpha vantage actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get All Commodities Price Index
Tool to retrieve the global price index of all commodities. use when you need monthly, quarterly, or annual aggregated price index data for commodities.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
ALUMINUM
Tool to fetch global aluminum prices. use when you need monthly, quarterly, or annual lme aluminum price data.
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Balance Sheet
Tool to return annual and quarterly balance sheets for a company. use when you need detailed fiscal statements for analysis.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Brent Crude Oil Prices
Tool to fetch brent crude oil prices. use when you need daily, weekly, or monthly brent price data.
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Global Coffee Price
Tool to retrieve the global coffee price series. use when you need historical monthly, quarterly, or annual coffee prices.
COPPER
Tool to fetch global price of copper in monthly, quarterly, and annual intervals. use when you need historical copper price series for analysis.
Corn
Tool to retrieve global price of corn in monthly, quarterly, and annual intervals. use after verifying api key when you need historical corn price data.
COTTON
Tool to retrieve global cotton prices in monthly, quarterly, and annual intervals. use when you need historical cotton price data.
Connect any two apps with Notis in the middle.
Pipedrive and Alpha vantage, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Alpha vantage.