Convert asset request notes into upload rules
Capture the intended handling before anyone uploads a file.
Trigger
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Action
Create Upload Preset
Tool to create a new upload preset. use when defining centralized upload options (tags, formats, transformations, etc.) before asset uploads.
Why this helps
Asset requirements are written down, then forgotten when upload settings are chosen later.
- Preserves requirements from the original note
- Creates repeatable upload handling
- Reduces back-and-forth with creative teams
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Cloudinary in Notis once.
- 2Create an automation describing how note content should shape the preset.
- 3Choose New Note Received as the trigger.
- 4Pick a report channel and test with one real note.
Questions about this workflow
Can the note specify formats or transformations?
Yes. Include those requirements in the instruction to Notis.
What happens when requirements are incomplete?
Ask Notis to report the missing details instead of guessing.
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
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