Check delivery configuration when a deal is created
Know whether the delivery setup is ready while the deal is still fresh.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Action
Get Pipeline Config
Tool to fetch pipeline configuration by id. use when you need the source or compiled yaml of a specific pipeline.
Why this helps
Configuration issues often appear only after work has already been promised.
- Spot missing configuration sooner
- Support reliable delivery promises
- Create an auditable setup check
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and CircleCI once in Notis.
- 2Create an automation that fetches the relevant CircleCI pipeline configuration for each new deal.
- 3Pick the Pipedrive New Deal Received trigger.
- 4Choose where configuration reports should go.
- 5Test with one real deal and review the configuration output.
Questions about this workflow
Which configuration should be fetched?
Name the CircleCI pipeline or project in the instruction, or provide a lookup rule your team uses.
Can Notis summarize the YAML?
Yes. Ask it to summarize returned configuration and flag missing or unexpected sections.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Circleci. A trigger fires from one place; an action lands in another.
Pipedrive triggers
Circleci actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Job Artifacts
Tool to retrieve artifacts produced by a specific job. use after a job has completed to list its output files.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Job Details
Tool to fetch details of a specific job within a project. use when you need status, timing, and executor information for a circleci job by its number.
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Get Pipeline Config
Tool to fetch pipeline configuration by id. use when you need the source or compiled yaml of a specific pipeline.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Get Test Metadata
Tool to fetch test metadata for a specific job. use when you need detailed test results, run times, and failure messages after a job completes.
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Get User Information
Tool to retrieve information about a circleci user by their unique id. use when you need user profile details after obtaining the user id.
List Pipelines for Project
Tool to list all pipelines for a specific project. use when you need to retrieve the pipelines for a project (e.g., to display recent runs on a dashboard).
List Self-Hosted Runners
Tool to list available self-hosted runners. use when you need to retrieve all configured self-hosted runners for your organization.
List Workflows by Pipeline ID
Tool to list all workflows associated with a specific pipeline. use when you need to fetch or paginate through workflows by pipeline id.
Connect any two apps with Notis in the middle.
Pipedrive and Circleci, 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 Circleci.