Find the right Basin project for each new deal
Stop recreating project containers when the right Basin workspace already exists.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Action
Get Projects
Tool to retrieve a list of all projects. use after authentication to fetch your project inventory.
Why this helps
Sales teams lose time searching for the correct Basin project and sometimes create duplicates.
- Surfaces matching projects quickly
- Reduces duplicate containers
- Creates a clear exception report
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Basin in Notis once.
- 2Create an automation for deal workspace lookup.
- 3Tell Notis to retrieve Basin projects and identify the best match for each new deal.
- 4Pick the New Deal Received trigger and choose a report channel.
- 5Test with a deal that has an existing project.
Questions about this workflow
Will this create a project if none matches?
No. This workflow retrieves projects and reports the result. Add a separate creation workflow if needed.
What matching clues can Notis use?
Tell it to use the deal details you trust, such as company or campaign name.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Basin. A trigger fires from one place; an action lands in another.
Pipedrive triggers
Basin actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Form
Tool to create a new form in basin. use when you need to automate form setup with name, timezone, and project association; optionally configure redirect, notifications, or spam protection.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Form Webhook
Tool to create a new webhook for a specific form. use when you need to programmatically add a webhook once you have the form id and callback url confirmed.
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Create Notification
Tool to create a new notification webhook. use when you need to forward form submissions to an external service.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Create Project
Tool to create a new basin project. use when you need a new organizational container for forms. example: "create a project named marketing leads."
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Delete Form
Tool to delete a form. use when permanently removing a form after it's no longer needed. ensure the form id is correct; this operation is irreversible.
Delete Integration
Tool to delete a form webhook integration. use when removing an obsolete integration by id.
Delete Project
Tool to delete a project. use when you need to remove a project after confirming its id. returns the deleted project's details.
Delete Webhook
Tool to delete a specific webhook. use when you need to remove a webhook from a form after confirming its id.
Connect any two apps with Notis in the middle.
Pipedrive and Basin, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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