Check Cats portal context when a Pipedrive deal arrives
A new deal should bring the right operating context with it. Let Notis retrieve Cats portal metadata automatically so your team can review available destinations without another context switch.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Action
Get Portals
Tool to list all portals. use when you need to browse portal metadata with pagination after authentication.
Why this helps
New deals can arrive while the team is working across disconnected tools, making it easy to miss which connected portal context is available for the next step.
- Review available Cats portals as soon as a deal is created
- Keep event context and portal metadata together in one report
- Reduce manual portal lookups during deal follow-up
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Cats once in the Notis portal.
- 2Create an automation and give it a clear name.
- 3Tell Notis: When a new Pipedrive deal is created, list the available Cats portals and summarize the result with the deal context.
- 4Pick the Pipedrive New Deal Received trigger, choose a report channel, and test with one real deal.
Questions about this workflow
Does this create or update a Cats portal?
No. It uses the Cats Get Portals action to list portal metadata after the Pipedrive deal event.
Can Notis decide which portal to use?
The workflow can report the available portal metadata, but choosing a portal requires a decision rule or instruction you provide.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Cats. A trigger fires from one place; an action lands in another.
Pipedrive triggers
Cats actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Portals
Tool to list all portals. use when you need to browse portal metadata with pagination after authentication.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
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 Cats, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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