Review campaign reports when a deal opens
Use recent delivery signals to make your next sales touch more informed.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Action
Get Reports
Tool to retrieve report urls and metadata for sent and scheduled emails. use when you need to fetch email delivery data, optionally filtered by a date range (unix timestamp in seconds, utc). note: scheduled emails will have report url set to null.
Why this helps
Campaign results often stay in a separate dashboard while sales decides what to do next.
- Reduce dashboard switching
- Use recent delivery context
- Make follow-up more relevant
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Campayn in Notis.
- 2Create an automation asking Notis to retrieve relevant report metadata for new deals.
- 3Select New Deal Received as the trigger.
- 4Choose the report channel and test with one real deal.
Questions about this workflow
What does Get Reports return?
It retrieves report URLs and metadata for sent and scheduled emails, with optional date filters.
Can it prove a person opened an email?
Only if the returned Campayn report includes that information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Campayn. A trigger fires from one place; an action lands in another.
Pipedrive triggers
Campayn actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Contact
Tool to create a new contact in a specific list. use when you need to add a contact after gathering details.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Contact
Tool to delete a specific contact. use when you need to remove a contact permanently after confirming it should be deleted. example: "delete contact 123".
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Delete List
Tool to delete a specific contact list. use when cleaning up unused lists after confirming they are no longer needed. example: "delete list 123".
New Note Received Trigger
Triggered when a new note is created in Pipedrive
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New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Get Contact
Tool to retrieve a specific contact by id. use when you need to fetch full contact details after confirming the contact id.
Get Contacts
Tool to retrieve all contacts in a specified list. use when you need to fetch list contacts after confirming list id.
Get List
Tool to retrieve a specific contact list by id. use when you need to fetch list details like name, tags, and contact count after knowing the list id.
Get Lists
Tool to retrieve all contact lists. use when you need to fetch available lists before performing list-specific actions. example prompt: "list all my contact lists".
Connect any two apps with Notis in the middle.
Pipedrive and Campayn, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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