Keep a recurring company research queue current
Review a focused set of confirmed domains on a cadence that fits your sales process.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Company research becomes stale when nobody owns the recurring review.
- Create a dependable review rhythm
- Refresh priority account context
- Receive one focused report
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Bigpicture io in Notis once.
- 2Create an automation and specify the user supplied list of confirmed domains to review.
- 3Pick the Notis cron trigger and set the recurring schedule.
- 4Choose a report channel and test with one real domain list.
Questions about this workflow
Where does the domain list come from?
The user must provide or maintain the list in the automation context or prompt.
Does the schedule discover new domains?
No. This workflow uses confirmed domains supplied for the scheduled review.
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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