Create a Bigmailer campaign from an actionable Pipedrive note
Capture the next email while the customer context is still fresh in your notes.
Trigger
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Action
Create Transactional Campaign
This tool creates a new transactional campaign within a specified brand in bigmailer. it allows users to programmatically create new transactional campaigns by using the provided parameters (brandid, name, subject, fromname, fromemail, htmlcontent, etc.). the api endpoint returns details such as campaignid, name, status, and created at when a campaign is successfully created.
Why this helps
Important follow-up instructions get buried in CRM notes and become stale.
- Preserve context from sales notes
- Create campaigns from explicit requests
- Keep follow-up work moving
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Bigmailer once in Notis.
- 2Create an automation for actionable notes.
- 3Tell Notis to create a Bigmailer transactional campaign only when the new note contains a clear email request, using the note as context.
- 4Pick the New Note Received trigger.
- 5Choose a report channel and test with one real note.
Questions about this workflow
What if the note is not actionable?
Tell Notis to report that no campaign was created when the note lacks a clear email request.
Can I provide a campaign template?
Yes. Include the approved subject, sender details, and content rules in the instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Bigmailer. A trigger fires from one place; an action lands in another.
Pipedrive triggers
Bigmailer actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Transactional Campaign
This tool creates a new transactional campaign within a specified brand in bigmailer. it allows users to programmatically create new transactional campaigns by using the provided parameters (brandid, name, subject, fromname, fromemail, htmlcontent, etc.). the api endpoint returns details such as campaignid, name, status, and created at when a campaign is successfully created.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get User Information
This tool retrieves information about the authenticated user in bigmailer using the get /me endpoint. it requires only authentication and no additional parameters, making it ideal for verifying api connectivity and retrieving essential user details.
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
List All Brands
This tool retrieves a list of all brands associated with the authenticated bigmailer account. it allows users to view and manage their brands. the operation is executed via a simple get request to the /brands endpoint and requires proper authentication using the x-api-key header. the response is a json array containing information such as brand id, brand name, and other related details.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Connect any two apps with Notis in the middle.
Pipedrive and Bigmailer, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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