Find the right people at every new organization
Start account research as soon as a company enters your Pipedrive database.
Trigger
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Action
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.
Why this helps
New organizations often lack named contacts, leaving founders to research them manually later.
- Identify relevant roles earlier
- Create a consistent account research habit
- Reduce blank organization records
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and BetterContact in the Notis portal once.
- 2Create an automation describing the roles and company traits to search for.
- 3Tell Notis to create a BetterContact Lead Finder search for each new organization.
- 4Choose the Pipedrive New Organization Received trigger and a report channel.
- 5Test with one newly created organization.
Questions about this workflow
Can I specify job titles?
Yes. Include target titles, departments, seniority, company size, industry, or technology criteria in the prompt.
Does it change the Pipedrive organization?
This workflow creates the BetterContact search and reports its details; it does not claim to update Pipedrive.
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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No card. Works with personal or business Bettercontact.