Prepare Cloudflare account selection from a new deal
Replace account hunting with a clear shortlist for every infrastructure deal.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Action
List Accounts
Tool to list all accounts accessible to the user. use when you need to enumerate cloudflare accounts for selection or auditing.
Why this helps
Delivery work stalls while teams determine which Cloudflare account should own the setup.
- Reduce setup hesitation
- Route work to the right account
- Keep account decisions visible
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Cloudflare in Notis once.
- 2Create an automation for deal account selection.
- 3Tell Notis to list accessible Cloudflare accounts for infrastructure deals and summarize likely matches from the deal context.
- 4Pick the New Deal Received trigger and select a report channel.
- 5Test with one deal that names a customer or environment.
Questions about this workflow
Will it create a zone after selecting an account?
No. Use the reported account context with a separate approved zone creation workflow.
What if several accounts fit?
Notis can present the candidates and request a decision in the report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Cloudflare. A trigger fires from one place; an action lands in another.
Pipedrive triggers
Cloudflare actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create DNS record
Tool to create a new dns record within a specific zone. use after obtaining the zone id to programmatically add dns entries.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create WAF List
Tool to create a new empty waf list for the account. use after confirming the account id. example: create list(account id="<id>", kind="ip", name="blocklist")
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Create Zone
Tool to create a new zone. use after confirming account id when adding a domain to cloudflare.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Delete DNS Record
Tool to delete a dns record within a specific zone. use after confirming zone and record ids. example: "delete dns record 372e6795... from zone 023e105f4ecef..."
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Delete WAF List
Tool to delete a waf list. use when you need to remove a list after verifying no filters reference it. example: delete list(account id="<account id>", list id="<list id>")
Delete Zone
Tool to delete a zone. use after confirming the zone identifier to permanently remove a dns zone from your cloudflare account. example: delete zone(zone identifier="023e105f4ecef8ad9ca31a8372d0c353")
List WAF Lists
Tool to fetch all waf lists (no items) for an account. use after confirming account id.
List Account Members
Tool to list members of a given cloudflare account. use after confirming the account id.
Connect any two apps with Notis in the middle.
Pipedrive and Cloudflare, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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