Plan a document audit for new organizations
Start account onboarding with a clear way to inspect the documents that matter.
Trigger
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Action
Generate plan
Tool to generate a query plan without executing it. use when you need to review the logical plan before running your query (e.g., "generate a plan for revenue breakdown by region").
Why this helps
Teams often discover missing agreements or inconsistent files only after onboarding is underway.
- Make onboarding document checks repeatable
- Identify missing evidence earlier
- Give operators a reviewable audit plan
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Aryn once in the Notis portal.
- 2Create an automation for organization document audits.
- 3Tell Notis to generate an Aryn plan that audits the available organization documents and lists missing account evidence.
- 4Pick the Pipedrive New Organization Received trigger and choose where reports go.
- 5Test with one real organization.
Questions about this workflow
Does the audit require a fixed checklist?
Describe the evidence you want checked in the automation instruction. Any unavailable baseline must be supplied by you.
Is the plan executed automatically?
No. The Generate plan action returns the logical plan for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Aryn. A trigger fires from one place; an action lands in another.
Pipedrive triggers
Aryn actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create DocSet
Tool to create a new docset. use when you need to allocate a storage container before adding documents.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create DocSet
Tool to create a new docset. use when you need to allocate a storage container before adding documents.
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Delete DocSet
Tool to delete a docset and all its documents. use after confirming the docset id, when you need to permanently remove a docset and its contents.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Generate plan
Tool to generate a query plan without executing it. use when you need to review the logical plan before running your query (e.g., "generate a plan for revenue breakdown by region").
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Get DocSet Metadata
Tool to retrieve metadata for a specific docset. use when you have the docset id and optionally need usage statistics.
Get Document by ID
Tool to retrieve a document by id. use after both docset and document ids are available.
Get Document Binary
Tool to retrieve the binary content of a document by docset id and document id.
List Async Tasks
Tool to list all outstanding asynchronous tasks for the account. use when you need to check pending or running tasks.
Connect any two apps with Notis in the middle.
Pipedrive and Aryn, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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