Keep Basin integrations aligned with sales notes
Apply confirmed requirements while they are still fresh in the deal record.
Trigger
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Action
Update Integration
Tool to update a form webhook integration. use to modify settings of an existing integration.
Why this helps
Integration changes are easy to forget when requirements arrive as notes instead of structured tasks.
- Turns confirmed notes into updates
- Keeps routing aligned
- Reduces stale integrations
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Basin in Notis once.
- 2Create an automation for confirmed integration changes.
- 3Tell Notis to update the specified Basin integration only when the note contains a clear approved change.
- 4Pick the New Note Received trigger and select a report channel.
- 5Test with one note describing a known update.
Questions about this workflow
Will it update an unclear note?
It should report ambiguity instead of guessing. State that rule in the prompt.
Do I need the integration id?
Yes. The note or your instruction must provide enough information to identify it.
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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