Investigate technical clues from CRM notes
Give technical details in your notes a useful company level interpretation.
Trigger
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Action
IP to Company Lookup
Tool to lookup company by ip address. use after obtaining an ip to get detailed company info.
Why this helps
IP details in notes are easy to overlook and hard to research consistently.
- Make technical notes actionable
- Standardize IP investigation
- Highlight uncertain results
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Bigpicture io in Notis once.
- 2Create an automation describing the company result and review notes you want.
- 3Pick the Pipedrive New Note Received trigger.
- 4Select a report channel and test with one note containing an IP address.
Questions about this workflow
What information should the report include?
Ask for the matched company details, source IP, and any uncertainty that needs human review.
Does this change the Pipedrive note?
The workflow reports the result through your chosen channel; it does not assume an unsupported CRM write action.
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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