Prepare a training contact brief for every new deal
Give the deal owner a clear list of training contacts before outreach.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Action
Get Users
Tool to retrieve a paginated list of users. use when you need to browse or process user records optionally filtered by clientidentifier.
Why this helps
Deal owners often enter calls without knowing who owns or needs training on the customer side.
- Make outreach more targeted
- Reduce contact hunting
- Improve sales to onboarding handoff
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Coassemble in Notis once.
- 2Create an automation describing the contact brief and relevance criteria.
- 3Pick the Pipedrive New Deal Received trigger.
- 4Choose where run reports go and test with one real deal.
Questions about this workflow
Can the brief include roles?
Yes, when roles are present in the returned user data or supplied in the prompt.
Does it message the contacts?
No. It prepares a report for your team.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Coassemble. A trigger fires from one place; an action lands in another.
Pipedrive triggers
Coassemble actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Clients
Tool to retrieve a paginated list of clients. use when you need to browse or process organisation records sequentially.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Courses
Tool to retrieve all courses with optional filters and pagination. use when you need to list courses after setting identifier and client identifier, and control page size and number.
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Get Trackings
Tool to retrieve tracking objects with filters. use when you need to fetch learner progress data filtered by course id, date range, identifier, or completion status.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Get Users
Tool to retrieve a paginated list of users. use when you need to browse or process user records optionally filtered by clientidentifier.
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Connect any two apps with Notis in the middle.
Pipedrive and Coassemble, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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