Read certificates from new organizations
Start partner or vendor review with certificate details already in text.
Trigger
New Organization Received Trigger
Triggered when a new organization 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
Certificate scans hide expiry dates and reference numbers in hard-to-search attachments.
- Surface expiry dates
- Reduce manual copying
- Support faster review
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Astica ai once in the Notis portal.
- 2Create the automation with a clear name and instruction.
- 3Tell Notis to OCR the certificate image URL in a new organization and return issuer, number, holder, and expiry date.
- 4Select the New Organization Received trigger.
- 5Choose a report channel and test with one real certificate image.
Questions about this workflow
Can it remind me before expiry?
It can report the extracted date; a separate reminder workflow would be needed for scheduled delivery.
What if the date is unclear?
The prompt can require an uncertainty flag instead of an inferred date.
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
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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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