Add recent Beaconstac performance context to new deals
Start sales conversations with the numbers that matter.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Action
Get Period Overview
Tool to get period overview analytics for products including counts, impressions, and conversion percentage. use after specifying the product type and time interval.
Why this helps
Deal reviews lack recent campaign performance because analytics live elsewhere.
- Adds current performance context
- Improves deal qualification
- Reduces analytics hunting
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Beaconstac in Notis once.
- 2Create an automation named Deal period overview.
- 3Tell Notis to get a Beaconstac period overview for the stated product and interval when a new deal references an existing campaign, then summarize the result.
- 4Pick the Pipedrive New Deal Received trigger and choose where run reports go.
- 5Test with one deal that names a product and time interval.
Questions about this workflow
Are the product and interval automatic?
They must be present in the deal or supplied in your instruction; otherwise Notis reports what is missing.
Does this update Pipedrive?
No. This workflow retrieves and summarizes Beaconstac analytics.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Beaconstac. A trigger fires from one place; an action lands in another.
Pipedrive triggers
Beaconstac actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
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New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
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New Note Received Trigger
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Connect any two apps with Notis in the middle.
Pipedrive and Beaconstac, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Beaconstac.