Check transcription funds when a deal is created
Know whether a new sales recording can be ordered before it becomes a forgotten task.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Action
Get Prepay Balance
Tool to retrieve the current prepay balance for the account. use when you need to check available funds before placing new transcription orders.
Why this helps
Teams discover an empty transcription balance only after a recording is ready to process.
- Catches funding gaps early
- Supports predictable transcription planning
- Creates a clear report for the next action
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and CastingWords in Notis.
- 2Create an automation that reviews the new deal context and retrieves the CastingWords prepay balance when transcription may be needed.
- 3Pick the Pipedrive New Deal Received trigger.
- 4Choose a report destination for balance results.
- 5Test with one deal that normally requires a recording transcript.
Questions about this workflow
Does this place an order?
No. It only retrieves the current prepay balance so you can decide whether to order.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Castingwords. A trigger fires from one place; an action lands in another.
Pipedrive triggers
Castingwords actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Cancel and Refund Audio File
Tool to cancel an ordered audio file and issue a refund if applicable. use when no transcription work has been done on the file (pre-processing, audio processing, error states).
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Prepay Balance
Tool to retrieve the current prepay balance for the account. use when you need to check available funds before placing new transcription orders.
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Get registered webhook URL
Tool to retrieve the currently registered webhook url for account notifications. use when you need to verify your webhook setup.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Order Transcript
Tool to create a new transcription order for audio/video at a url. use when you have an accessible media url and need to initiate transcription.
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Order Upgrades
Tool to order an upgrade for a specific audio file. use after transcription is complete to add items like timestamps or extra editing. example: 'order timestamps for file 12345'.
Register Webhook
Tool to register a webhook url to receive transcript completion notifications. use when you want castingwords to post transcript-complete events to your service endpoint.
List Available SKUs
Tool to retrieve list of available skus. use when you need to know available services and pricing before placing an order.
Test Webhook Call
Tool to request a test webhook call for a specific event type. use after registering a webhook url to ensure webhook notifications are functioning properly.
Connect any two apps with Notis in the middle.
Pipedrive and Castingwords, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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