Check the Basin workspace behind each organization
See whether the existing customer workspace is current before adding more work.
Trigger
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Action
Get Project Details
Tool to retrieve detailed information about a specific project. use when you have a project id and need its metadata (name, created at, updated at).
Why this helps
A project can exist but still carry an outdated name or unclear ownership context.
- Confirms workspace context
- Surfaces stale project details
- Reduces duplicate onboarding work
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Basin in Notis once.
- 2Create an automation for organization project detail checks.
- 3Tell Notis to retrieve the matching Basin project details and report anything that needs attention.
- 4Pick the New Organization Received trigger and choose a report channel.
- 5Test with one organization.
Questions about this workflow
How does it identify the project?
Provide a matching rule in the automation prompt, such as organization name or an id in the event context.
Will it update stale details?
No. It reports the issue so you can use an approved update workflow.
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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