Turn important notes into timely texts
Move a decision or promise from your CRM note into the clients phone.
Trigger
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Action
Send SMS Messages
Tool to send one or more SMS messages via ClickSend. Use when you need to send SMS messages to recipients. Supports up to 1000 messages per API call and provides detailed status for each message.
Why this helps
Useful notes often stay trapped in the CRM after a meeting or call.
- Close the loop faster
- Reduce forgotten follow-ups
- Keep client communication concise
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and ClickSend in Notis once.
- 2Create an automation named Note to client text.
- 3Tell Notis to read each new note, identify the intended client recipient, and send a concise ClickSend SMS.
- 4Pick New Note Received Trigger as the trigger.
- 5Choose where reports go and test with one real note.
Questions about this workflow
Can Notis decide whether a note needs a text?
Yes. State the decision rule in the instruction, such as only notes containing a client follow-up request.
What if no client recipient is clear?
Notis can report the note for review instead of sending.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to ClickSend. A trigger fires from one place; an action lands in another.
Pipedrive triggers
ClickSend actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
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Tool to send an account activation token for verification. Use when you need to verify a new user account via SMS or other verification method.
New Deal Received Trigger
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New Note Received Trigger
Triggered when a new note is created in Pipedrive
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New Organization Received Trigger
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Connect any two apps with Notis in the middle.
Pipedrive and ClickSend, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business ClickSend.