Bring ready contact data into deal follow-up
Give a new deal the latest available contact details before your next action.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Action
Get Enrichment Results
Tool to retrieve enrichment results for a specific request ID. Use when you need to check the status and get enriched lead data including email addresses, contact information, and summary statistics for a submitted enrichment request.
Why this helps
Deal follow-up slows down when enrichment is complete but the result is stored elsewhere.
- Start follow-up with current contact data
- Reduce repeated lookups
- Keep new deal context actionable
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and BetterContact in the Notis portal once.
- 2Create an automation that finds the BetterContact request ID associated with each new deal.
- 3Tell Notis to retrieve and summarize the available enrichment results.
- 4Select the Pipedrive New Deal Received trigger and a report channel.
- 5Test with one deal that references a real request.
Questions about this workflow
Where should the request reference be stored?
Provide it in the deal context available to Notis, such as the deal details or related note.
What if no request is referenced?
The report can state that no request ID was found and avoid making an unsupported lookup.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Bettercontact. A trigger fires from one place; an action lands in another.
Pipedrive triggers
Bettercontact actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Check Credits Balance
Tool to check the remaining credits balance for a BetterContact account. Use when you need to verify available credits before making API requests that consume credits.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Lead Finder Search
Tool to create a new Lead Finder search to discover leads based on company and people criteria. Use when you need to find prospects matching specific job titles, departments, seniority, company size, industry, or technology stack.
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Enrich Leads
Tool to create a lead enrichment request for work emails and direct phone numbers. Uses waterfall enrichment across multiple data providers for higher accuracy. Supports batches of 1-100 leads.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Get Enrichment Results
Tool to retrieve enrichment results for a specific request ID. Use when you need to check the status and get enriched lead data including email addresses, contact information, and summary statistics for a submitted enrichment request.
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Get Lead Finder Results
Tool to retrieve results from a submitted Lead Finder search. Returns comprehensive lead and company data including contact information, LinkedIn profiles, job titles, company details, and enrichment data.
Connect any two apps with Notis in the middle.
Pipedrive and Bettercontact, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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