Turn sales notes into location context
Capture location clues from notes before they disappear into the CRM timeline.
Trigger
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Action
Google Locations
Tool to retrieve google-supported locations. use when searching for locations by name. returns locations ordered by reach (most populous first).
Why this helps
Useful market clues are easy to miss when notes arrive after a call and nobody has time to investigate them.
- Recover hidden market signals
- Reduce follow up research
- Create searchable location briefs
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Autom once in Notis.
- 2Create an automation that extracts place names from each new note and looks up matching Google locations.
- 3Pick New Note Received and choose a report channel.
- 4Test with one note containing a customer region or city.
Questions about this workflow
What if a note mentions several places?
The report can list and distinguish each matching location.
Does it edit the note?
No. It sends the location brief to your selected report channel.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Autom. A trigger fires from one place; an action lands in another.
Pipedrive triggers
Autom actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Google Countries
Tool to list google-supported countries. use when you need to filter or suggest countries based on a search string.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Google Images
Tool to fetch images from google search results. use when you need urls, titles, domains, and metadata for images matching a query.
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Google Languages
Tool to retrieve google-supported languages. use when you need a list of language codes for localization.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Google Locations
Tool to retrieve google-supported locations. use when searching for locations by name. returns locations ordered by reach (most populous first).
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Connect any two apps with Notis in the middle.
Pipedrive and Autom, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Autom.