Capture new partner organizations in Campayn
Keep partner conversations visible in the email system your team uses to stay in touch.
Trigger
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Action
Create Contact
Tool to create a new contact in a specific list. use when you need to add a contact after gathering details.
Why this helps
Partnership opportunities can lose momentum when partner contacts stay only in the CRM.
- Protect partnership follow-up
- Centralize partner contacts
- Reduce manual CRM exports
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Campayn in Notis.
- 2Create the automation and describe which new organizations qualify as partners.
- 3Choose New Organization Received as the trigger.
- 4Set the report destination and test with one real organization.
Questions about this workflow
Can this target only partner organizations?
Yes. State the partner criteria in the automation prompt.
Does this modify the Pipedrive organization?
No. It uses the event to create a Campayn contact.
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
Delete webform
Tool to delete a specific webform. use when removing outdated or unnecessary webforms after confirming they are no longer needed. example: "delete webform 123".
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Campayn.