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Create a first-touch campaign for every new organization

Give every new account a clear first touch without adding another task to your day.

Trigger

New Organization Received Trigger

Triggered when a new organization 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

First-touch outreach slips when new account records arrive faster than the team can prepare emails.

  • Keep first touches timely
  • Standardize initial messaging
  • Reduce repetitive setup

Setup

Build it in a few focused steps.

  • 1Connect Pipedrive and Bigmailer once in Notis.
  • 2Create an automation for organization first touches.
  • 3Tell Notis to create a Bigmailer transactional campaign using the new organization context and your first-touch template.
  • 4Pick the New Organization Received trigger.
  • 5Choose a report channel and test with one real organization.

Questions about this workflow

Can the first touch use different templates?

Yes. Provide rules for choosing among your approved templates.

Does this add contacts to a list?

No. The available action creates a transactional campaign only.

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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No card. Works with personal or business Bigmailer.