See the workflow stages behind each new deal
Turn a new deal into a clear view of its active delivery stages.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Action
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.
Why this helps
A pipeline number alone does not show which workflow stages are running or waiting.
- Make workflow stages easier to scan
- Reduce manual CircleCI lookups
- Share a useful handoff summary
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and CircleCI once in Notis.
- 2Create an automation that lists CircleCI workflows for the pipeline associated with each new deal.
- 3Pick the Pipedrive New Deal Received trigger.
- 4Choose the report destination.
- 5Test with one real deal and verify the workflow list.
Questions about this workflow
Can this include workflow status?
Yes. Ask Notis to summarize the statuses returned for the listed workflows.
What if no pipeline is found?
Have the instruction report the missing pipeline and the deal details for follow-up.
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
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