Convert site planning notes into PV forecasts
Keep planning momentum by turning a location note into hourly solar data.
Trigger
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Action
PV Generation Forecast
Tool to get solar energy production forecasts (hourly output and loss estimates) for a specific location. use when you need hourly pv generation data to optimize energy scheduling.
Why this helps
Important site details sit in CRM notes while energy analysis waits for a separate request.
- Shortens the path from discovery to analysis
- Creates consistent forecast requests
- Highlights notes that lack a complete location
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Corrently once in Notis.
- 2Create a New Automation and describe the forecast outcome in plain language.
- 3Tell Notis to request an hourly Corrently PV forecast from each new note with a complete location, and report incomplete locations.
- 4Pick the New Note Received trigger and select a report channel.
- 5Test with one site-planning note containing the full location.
Questions about this workflow
Can Notis summarize the forecast?
Yes. Ask it to summarize hourly output and loss estimates in the run report.
What happens for unrelated notes?
Instruct Notis to skip notes without a site-planning location and report that they were skipped.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Corrently. A trigger fires from one place; an action lands in another.
Pipedrive triggers
Corrently actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
CO₂ Meter Update
Tool to create or update a co₂ meter reading for emissions tracking. use when sending new or updated electricity consumption readings to corrently.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
PV Generation Forecast
Tool to get solar energy production forecasts (hourly output and loss estimates) for a specific location. use when you need hourly pv generation data to optimize energy scheduling.
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
New Note Received Trigger
Triggered when a new note is created in Pipedrive
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Connect any two apps with Notis in the middle.
Pipedrive and Corrently, 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 Corrently.