Give every important note a file home
Keep follow-up documents close to the note that prompted them.
Trigger
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Action
Create Directory
Tool to create a new directory at the specified path. use when you need to organize files under a new folder structure.
Why this helps
Supporting files are hard to find when notes and attachments live in separate places.
- Keep context together
- Improve retrieval
- Reduce attachment confusion
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Backendless once in Notis.
- 2Create an automation describing the directory structure to create.
- 3Pick the New Note Received trigger.
- 4Choose report delivery and test with one real note.
Questions about this workflow
Can directories be nested?
Yes. Provide the relative path you want created.
Are note attachments copied automatically?
No. This workflow creates the destination directory.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Backendless. A trigger fires from one place; an action lands in another.
Pipedrive triggers
Backendless actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Copy File
Tool to copy a file or directory within backendless file storage. use when duplicating files to a new location after verifying source and destination paths.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Directory
Tool to create a new directory at the specified path. use when you need to organize files under a new folder structure.
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Create Backendless Hive
Tool to create a new hive. use when you need to provision a new hive resource before performing hive operations. example: create a hive named 'grocerystore'.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Create Backendless Timer
Tool to create a new timer with schedule and code. use when scheduling recurring or one-off tasks to run server-side logic after confirming parameters.
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Delete Directory
Tool to delete a directory at the specified path in backendless file storage. use when you need to remove folders after confirming the path.
Delete File
Tool to delete a file at the specified path in backendless file storage. use after confirming the file's relative path and filename.
Delete Backendless Timer
Tool to delete a backendless timer by name. use when you need to remove a scheduled timer after confirming its name.
Directory Listing
Tool to retrieve a listing of files and directories at a given path. use when browsing or filtering file storage directories.
Connect any two apps with Notis in the middle.
Pipedrive and Backendless, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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