Review pipeline trends on a schedule
Get a regular evidence-based view of movement, concentration, and risk in your pipeline.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Trend reviews are easy to skip when they depend on manually preparing the same analysis each week.
- Creates a dependable review rhythm
- Highlights changes over time
- Reduces recurring analysis effort
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Codeinterpreter once.
- 2Create an automation describing the recurring Python analysis and required dataset.
- 3Choose a Notis cron trigger and set the schedule.
- 4Select where run reports should go.
- 5Run one test with a real pipeline dataset and review the findings.
Questions about this workflow
Where does the scheduled data come from?
Provide the latest Pipedrive dataset through the connected workflow or the automation context.
Can I change the cadence?
Yes. Set the Notis cron schedule to the cadence your review process needs.
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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