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Notis

Find a Cloudflare zone for a new deal

Know whether a customer domain is already in Cloudflare before work begins.

Trigger

New Deal Received Trigger

Triggered when a new deal is created in Pipedrive

Action

List Zones

This tool lists, searches, sorts, and filters your zones.

Why this helps

Teams repeat onboarding checks because domain ownership and zone status are unclear.

  • Prevent duplicate zone setup
  • Give sales and delivery a shared status
  • Flag domains that need follow up

Setup

Build it in a few focused steps.

  • 1Connect Pipedrive and Cloudflare in Notis once.
  • 2Create an automation for domain readiness checks.
  • 3Tell Notis to search Cloudflare zones for the domain in each new deal and summarize matches or gaps.
  • 4Pick the New Deal Received trigger and choose where reports go.
  • 5Test with one deal whose domain is already known.

Questions about this workflow

What happens when multiple zones match?

Notis can list the matches and ask for a selection in its report.

Does this change Cloudflare?

No. It only searches zones and reports the findings.

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.

TriggerScheduled

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.

ActionInstant

Webhook trigger

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

TriggerInstant

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")

ActionInstant

New Deal Received Trigger

Triggered when a new deal is created in Pipedrive

TriggerInstant

Create Zone

Tool to create a new zone. use after confirming account id when adding a domain to cloudflare.

ActionInstant

New Note Received Trigger

Triggered when a new note is created in Pipedrive

TriggerInstant

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..."

ActionInstant

New Organization Received Trigger

Triggered when a new organization is created in Pipedrive

TriggerInstant

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>")

ActionInstant

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")

ActionInstant

List WAF Lists

Tool to fetch all waf lists (no items) for an account. use after confirming account id.

ActionInstant

List Account Members

Tool to list members of a given cloudflare account. use after confirming the account id.

ActionInstant

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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