Enroll new organization contacts automatically
Keep your messaging list current as new organizations enter your CRM.
Trigger
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Action
Create Contact in List
Tool to create a new contact in a specific contact list in your ClickSend account. Use when you need to add a contact to a list. At least one of phone_number, email, or fax_number must be provided.
Why this helps
Manual contact entry creates stale lists and avoidable copy and paste work.
- Keep lists current
- Remove duplicate entry work
- Prepare contacts for targeted messaging
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and ClickSend in Notis once.
- 2Create an automation named Organization contact enrollment.
- 3Tell Notis to add each new organizations available contact details to the specified ClickSend list.
- 4Pick New Organization Received Trigger as the trigger.
- 5Choose where reports go and test with one organization that has contact details.
Questions about this workflow
What if only an email is available?
ClickSend accepts at least one phone number, email, or fax number for a contact.
Can the list be selected by rule?
Yes. State the list name or naming rule in the instruction.
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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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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