Turn new deals into organized Cloudinary folders
Start every opportunity with one clear asset home.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Action
Create Folder
Tool to create a new asset folder. use when you need to organize assets into nested directories. use after confirming the folder path does not already exist.
Why this helps
New deal assets get scattered across shared folders before anyone agrees where they belong.
- Keeps deal files in one predictable location
- Reduces setup work for sales and creative teams
- Creates a consistent asset structure as pipeline grows
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Cloudinary in Notis once.
- 2Create an automation and describe the folder naming outcome in one instruction.
- 3Choose the Pipedrive New Deal Received trigger.
- 4Select a report channel and test with one real deal.
Questions about this workflow
Can the folder name include deal details?
Yes. Tell Notis which available deal details to use in the folder name.
What if the folder already exists?
Ask Notis to check before creating it and report duplicates.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Cloudinary. A trigger fires from one place; an action lands in another.
Pipedrive triggers
Cloudinary actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Folder
Tool to create a new asset folder. use when you need to organize assets into nested directories. use after confirming the folder path does not already exist.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Metadata Field
Tool to create a new metadata field definition. use when extending your metadata schema with new fields.
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Create Trigger
Tool to create a new webhook trigger for a specified event type. use after configuring your webhook endpoint and choosing the event type. example: "create a trigger for uploads to https://example.com/hooks/cloudinary"
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Create Upload Mapping
Tool to create a new upload mapping folder and url template. use when you need to dynamically map external url prefixes to a cloudinary asset folder before uploading files.
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Create Upload Preset
Tool to create a new upload preset. use when defining centralized upload options (tags, formats, transformations, etc.) before asset uploads.
Delete Derived Resources
Tool to delete derived assets. use when you need to remove specific derived assets by their ids. example: "delete derived assets with ids [id1, id2]".
Delete Metadata Field Datasource Entries
Tool to delete datasource entries for a specified metadata field. use when you need to soft-delete (inactivate) specific entries in a field's datasource. example prompt: "delete entries ['color1','color2'] from metadata field 'color id'"
Delete Folder
Tool to delete an empty asset folder. use when the folder is confirmed empty and you need to remove it.
Connect any two apps with Notis in the middle.
Pipedrive and Cloudinary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Cloudinary.