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Notis

Provision ClassMarker users when an organization is added

Start team training faster by provisioning ClassMarker accounts from your CRM intake.

Trigger

New Organization Received Trigger

Triggered when a new organization is created in Pipedrive

Action

Create ClassMarker User

Tool to create a new user in ClassMarker. Use after gathering user details to provision accounts. Provide user info and optional group assignments. Returns the complete API response.

Why this helps

Operations teams lose time collecting the same learner details after an organization is added.

  • Shorten onboarding time
  • Surface missing learner details
  • Keep provisioning consistent

Setup

Build it in a few focused steps.

  • 1Connect Pipedrive and ClassMarker in Notis once.
  • 2Create an automation named Organization user provisioning.
  • 3Tell Notis to create the listed ClassMarker users from each new organization and report incomplete records.
  • 4Pick the New Organization Received trigger, choose a report channel, and test with one real organization.

Questions about this workflow

Can it create several users at once?

Yes. Include the complete list of users in the organization data or instruction.

What if an email is missing?

Notis should report the missing required detail and skip that user.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Pipedrive to Classmarker. A trigger fires from one place; an action lands in another.

Pipedrive triggers

Classmarker actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Access List Item

Tool to add one or more access codes to an access list. Use after obtaining a valid access_list_id to grant exam access.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create a new question category

Tool to create a new question category. Use after confirming the parent category ID.

ActionInstant

New Deal Received Trigger

Triggered when a new deal is created in Pipedrive

TriggerInstant

Create Group

Tool to create a new group. Use when you need to organize users into a specific group after planning your user structure.

ActionInstant

New Note Received Trigger

Triggered when a new note is created in Pipedrive

TriggerInstant

Create Question

Tool to create a new question with specified text, type, and category. Use after finalizing details. Set verify_only=True to validate without creating.

ActionInstant

New Organization Received Trigger

Triggered when a new organization is created in Pipedrive

TriggerInstant

Create ClassMarker User

Tool to create a new user in ClassMarker. Use after gathering user details to provision accounts. Provide user info and optional group assignments. Returns the complete API response.

ActionInstant

Delete Access List Item

Tool to delete one or more codes from an access list. Use after confirming the list exists.

ActionInstant

Delete API Key

Tool to delete an API key by its ID. Use when you need to revoke an API key immediately.

ActionInstant

Delete Group

Tool to delete a group by its ID. Use when you need to remove a group from ClassMarker.

ActionInstant

Connect any two apps with Notis in the middle.

Pipedrive and Classmarker, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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