Run a forecast script when a new deal arrives
Turn fresh pipeline data into a quick, repeatable forecast before the next sales conversation.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Action
Execute Code
Execute python code in a sandbox and return any result, stdout, stderr, and error. use /home/user folder to write/read files. try to not use plt.show() as the code is executed remotely. use files for image/chart output instead.
Why this helps
Forecasting gets delayed when deal data must be copied into a notebook by hand.
- Produces a consistent first-pass forecast
- Highlights missing deal information
- Gives founders a faster decision signal
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Codeinterpreter in Notis.
- 2Create an automation and describe the forecast logic, assumptions, and output you want.
- 3Pick the New Deal Received trigger from Pipedrive.
- 4Choose the report channel for forecast results and errors.
- 5Test with one real deal and review the returned forecast.
Questions about this workflow
Can I provide my own forecasting formula?
Yes. Include the formula, assumptions, and expected output in the automation instruction.
What if the deal lacks required data?
Tell the agent to identify missing inputs and report them instead of guessing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Codeinterpreter. A trigger fires from one place; an action lands in another.
Pipedrive triggers
Codeinterpreter actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Sandbox
Create a sandbox to execute python code in a jupyter notebook cell. this is useful for agents to communicate, execute code, see output, read files, write files, etc. it's like you own personal computer, but in the cloud. use /home/user folder to write/read files.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Execute Code
Execute python code in a sandbox and return any result, stdout, stderr, and error. use /home/user folder to write/read files. try to not use plt.show() as the code is executed remotely. use files for image/chart output instead.
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Get File
Get a file from the sandbox and returns the file. the files should be read from /home/user folder.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Run Terminal Command
Run a command in the terminal and returns the stdout, stderr, and error code. use /home/user folder to write/read files.
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Upload File
Upload a file to the sandbox environment. the files should be uploaded to the /home/user folder.
Connect any two apps with Notis in the middle.
Pipedrive and Codeinterpreter, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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