Bring proposal account context into new deals
Start with the company details your proposal work already depends on.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Action
Get Company
Tool to retrieve details of a specific company. use when you need company metadata by id.
Why this helps
Sales teams repeat account lookups before they can tailor a proposal.
- Reduce repeated lookups
- Improve proposal context
- Speed up deal preparation
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Better Proposals once.
- 2Create an automation asking Notis to find and retrieve the matching company details for each new deal.
- 3Pick New Deal Received as the trigger.
- 4Choose a report channel and test with one real deal.
Questions about this workflow
What if there is no matching company?
Notis can report that no company was found so you can decide whether to create one.
Which matching details should I provide?
Use the company name, domain, or identifiers available in the deal.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Better proposals. A trigger fires from one place; an action lands in another.
Pipedrive triggers
Better proposals actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get All Document Types
Tool to retrieve a paginated list of all document types. use when you need to display or select a document type id.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Company
Tool to create a new company. use after confirming the company does not already exist.
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Create Document Type
Tool to create a new document type. use after confirming the desired type name does not already exist.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Create Proposal Cover
Tool to create a new proposal cover design. use when you need a custom cover design before sending out a proposal. use after finalizing cover settings.
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Get All Companies
Tool to retrieve a paginated list of all companies. use when listing available companies for display or selection.
Get All Currencies
Tool to retrieve a paginated list of all currencies. use when listing available currency options before selection.
Get All Document Types
Tool to retrieve a paginated list of all document types. use when you need to display or select a document type id.
Get All Proposals
Tool to retrieve a paginated list of all proposals. use when you need to fetch proposals list after validating credentials.
Connect any two apps with Notis in the middle.
Pipedrive and Better proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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