Put the right research file beside every new deal
Start with the brief, checklist, or reference file you need at hand.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Action
Upload File
Tool to upload a file to a browser session as an agent resource. use after starting or referencing a session when you need to provide file inputs (single files or zip archives) for web forms or ai-driven tasks.
Why this helps
Important research files stay scattered across folders, slowing down qualification and follow up.
- Keep deal materials near browser work
- Reduce file hunting
- Standardize early opportunity review
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Anchor browser in Notis once.
- 2Create an automation for deal research file uploads.
- 3Tell Notis to start or use the deal session and upload the specified local file.
- 4Pick the New Deal Received trigger and a report channel.
- 5Test with one real deal and confirm the file is available.
Questions about this workflow
Can the file be a checklist?
Yes. Specify the exact file path or resource you want uploaded.
Does this create the file?
No. The workflow uploads an existing file into the browser session.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Anchor browser. A trigger fires from one place; an action lands in another.
Pipedrive triggers
Anchor browser actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Profile
Tool to create a new browser profile from an active session. use after ending a session to persist cookies and cache.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Profile
Tool to delete a browser profile by id. use after confirming the profile exists.
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
End All Sessions
Tool to end all active browser sessions. use after confirming a security concern when you need to immediately close every session for the authenticated user.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
End Browser Session
Tool to end a specific browser session by id. use after confirming the session id you want to terminate.
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Get Profile
Tool to fetch details for a specific browser profile by id. use after you know the profile id and need its settings and session information.
Get Webpage Content
Tool to retrieve rendered content of a webpage in html or markdown format. use when you need to fetch a page’s full content, optionally within an existing browser session.
List Agent Resources
Tool to list agent resources (files) for a given session. use after establishing a browser session to retrieve agent-uploaded files.
List All Sessions Status
Tool to list the status of all active browser sessions. use after authenticating when you need to retrieve an up-to-date overview of all sessions.
Connect any two apps with Notis in the middle.
Pipedrive and Anchor browser, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Anchor browser.