Read ID documents linked to new deals
Start verification review with text extracted from the source image.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Action
ASTICA_READ_TEXT
Tool to perform ocr on an image to extract text. use when you need to read raw text from images after confirming the image source.
Why this helps
Manual transcription from identity documents creates delays and avoidable errors.
- Speed initial review
- Reduce retyping
- Flag missing or unclear fields
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Astica ai once in the Notis portal.
- 2Create an automation with a name and one instruction for the review output.
- 3Tell Notis to OCR the ID image URL in a new deal, list extracted fields, and flag uncertainty without guessing.
- 4Pick the New Deal Received trigger.
- 5Choose a report channel and test with one real deal containing the document image.
Questions about this workflow
Does this approve the document?
No. It extracts text for human review and does not replace verification procedures.
Can it redact sensitive fields?
Request redaction in the report prompt when appropriate for your workflow.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Astica ai. A trigger fires from one place; an action lands in another.
Pipedrive triggers
Astica ai actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Analyze Audio
Tool to analyze audio input for transcription. use when you need to convert an audio url or base64 string to text.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
ASTICA_READ_TEXT
Tool to perform ocr on an image to extract text. use when you need to read raw text from images after confirming the image source.
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
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 Astica ai, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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