Pull client context when a note arrives
Turn a fresh note into an informed next action.
Trigger
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Action
Get Client
Tool to get a client by id. use when you need detailed client info after obtaining its id.
Why this helps
Follow-up stalls when the person handling a note cannot quickly see the client record.
- Makes follow-up faster
- Keeps context in one report
- Reduces tool hopping
Setup
Build it in a few focused steps.
- 1Connect both apps in Notis once.
- 2Create and name the automation.
- 3Tell Notis to retrieve the matching Bidsketch client profile for each new note and summarize useful context.
- 4Select New Note Received and choose the report channel.
- 5Test with one real note.
Questions about this workflow
Can this be limited to proposal notes?
Yes, include the note wording or criteria that should activate the lookup.
What if the note identifies several clients?
Ask Notis to flag ambiguity and list the candidate matches for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Bidsketch. A trigger fires from one place; an action lands in another.
Pipedrive triggers
Bidsketch actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Client
Tool to create a client. use when adding a new client record to bidsketch.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Client
Tool to delete a client and all their proposals. use when you want to permanently remove a client and its associated proposals from your account.
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Delete Fee
Tool to delete a fee. use when a saved fee is no longer needed. use after confirming this fee isn't referenced in any live proposals.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Delete Proposal
Tool to delete a proposal and all its content. use after confirming the proposal id to prevent accidental deletions.
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Delete Proposal Fee
Tool to delete a proposal fee. use when you need to remove an existing fee before finalizing or sending a proposal.
Delete Proposal Section
Tool to delete a proposal section. use when you need to remove a section from a proposal after verifying its id.
Delete Section
Tool to delete a section. use when you need to permanently remove a saved section after confirming its id.
Delete Webhook
Tool to delete a webhook. use after obtaining the webhook id to remove it.
Connect any two apps with Notis in the middle.
Pipedrive and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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