Convert account notes into fresh company context
Keep research moving when important account details appear in a note.
Trigger
New Note Received Trigger
Triggered when a new note 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
Useful research clues get buried in notes and never become a clear next step.
- Capture research intent from notes
- Create concise context for follow up
- Reduce duplicate account investigation
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Bigpicture io in Notis once.
- 2Create an automation describing how to summarize the company profile from the note.
- 3Pick the Pipedrive New Note Received trigger.
- 4Choose a report channel and test with a note containing a confirmed domain.
Questions about this workflow
Can the note itself provide the domain?
Yes, when the note includes a confirmed domain that the workflow can use.
What happens when the domain is unclear?
The report should flag the missing confirmation rather than run an uncertain profile lookup.
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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