Turn new Pipedrive deals into informed company profiles
Give each new opportunity useful company context before your next sales conversation.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Action
Company Find
Tool to lookup company data by domain name. use when you need detailed company profile by providing a website domain. use after confirming domain correctness.
Why this helps
New deals arrive without enough company context, so research gets postponed or repeated.
- Reduce manual account research
- Spot useful firmographic context early
- Keep deal preparation in one workflow
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Bigpicture io in Notis once.
- 2Create an automation and describe the company profile outcome in one instruction.
- 3Pick the Pipedrive New Deal Received trigger.
- 4Choose where run reports should go, then test with one real deal and its confirmed domain.
Questions about this workflow
What does the workflow need from a deal?
It needs a confirmed company website domain or a clear instruction to report that the domain is missing.
Can I receive the result in my usual channel?
Yes. Choose a connected report channel when creating the automation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Bigpicture io. A trigger fires from one place; an action lands in another.
Pipedrive triggers
Bigpicture io actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Company Find
Tool to lookup company data by domain name. use when you need detailed company profile by providing a website domain. use after confirming domain correctness.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
IP to Company Lookup
Tool to lookup company by ip address. use after obtaining an ip to get detailed company info.
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Name to Domain Search
Tool to find company domain(s) by company name. use when you have a company name and need up to 3 likely domains.
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 Bigpicture io, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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