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Notis

Turn a response instruction into a Bigmailer campaign

Move from written CRM instruction to a ready transactional campaign with less friction.

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

Response instructions lose momentum when campaign creation requires a separate manual handoff.

  • Shorten response handoffs
  • Keep instructions attached to context
  • Create repeatable transactional messages

Setup

Build it in a few focused steps.

  • 1Connect Pipedrive and Bigmailer once in Notis.
  • 2Create an automation for transactional responses.
  • 3Tell Notis to create a Bigmailer campaign when a new note contains an explicit response instruction, following your sender and content rules.
  • 4Pick the New Note Received trigger.
  • 5Choose a report channel and test with one real note.

Questions about this workflow

What makes an instruction explicit?

Define the wording or conditions that indicate a clear request to create a campaign.

Can Notis report skipped notes?

Yes. Instruct it to report when a note does not meet the creation rule.

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.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

New Deal Received Trigger

Triggered when a new deal is created in Pipedrive

TriggerInstant

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.

ActionInstant

New Note Received Trigger

Triggered when a new note is created in Pipedrive

TriggerInstant

New Organization Received Trigger

Triggered when a new organization is created in Pipedrive

TriggerInstant

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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