Review campaign results after a sales note
Connect what sales just learned with the campaign results already available.
Trigger
New Note Received Trigger
Triggered when a new note 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
Follow-up notes and email performance live in separate places, making context harder to assemble.
- Assemble context faster
- Support better follow-up
- Reduce manual report hunting
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Campayn once.
- 2Create an automation describing which reports to retrieve after a note.
- 3Choose New Note Received as the trigger.
- 4Set the report destination and test with one note.
Questions about this workflow
Can the date range come from the note?
Only when the note supplies a clear date range or your prompt defines a standard range.
Does it alter any campaign?
No. It retrieves report data for review.
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 use when removing outdated or unnecessary webforms after confirming they are no longer needed.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.