Confirm research capacity from your notes
Turn a planning note into an immediate answer about whether enrichment can proceed.
Trigger
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Action
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.
Why this helps
Research plans stall when nobody verifies the available credit balance first.
- Validate plans before execution
- Keep credit checks close to context
- Avoid failed enrichment attempts
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and BetterContact in the Notis portal once.
- 2Create an automation that reads the research intent from each new note.
- 3Tell Notis to check the BetterContact balance and report whether the planned work is affordable.
- 4Choose the Pipedrive New Note Received trigger and a report channel.
- 5Test with one real planning note.
Questions about this workflow
Does the note need a request ID?
No. This workflow checks the account balance based on the research intent in the note.
Can I set a minimum balance?
Yes. Include the threshold and desired warning message in the automation prompt.
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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