Welcome every new organization quickly
Give new accounts a helpful first touch without adding another task.
Trigger
New Organization Received Trigger
Triggered when a new organization 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
New organizations can wait days for a simple acknowledgment while the team catches up.
- Acknowledge new accounts quickly
- Create a consistent first touch
- Reduce onboarding lag
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and ClickSend in Notis once.
- 2Create an automation named Organization welcome text.
- 3Tell Notis to send a short welcome SMS to the new organizations contact using your approved wording.
- 4Pick New Organization Received Trigger as the trigger.
- 5Choose a report channel and test with one real organization.
Questions about this workflow
Can the message include a booking link?
Yes, if you provide the link and it is available to the workflow.
How can I avoid texting internal organizations?
Include an instruction to skip records marked internal or without an external contact.
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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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.