Turn new Pipedrive deals into Curated draft issues
Give every promising deal a ready to review newsletter brief before the details go cold.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Action
Create Draft Issue
Tool to create a draft issue for a publication. use after confirming the publication id. applies default settings if optional fields are omitted.
Why this helps
New deal context stays trapped in the CRM and gets forgotten when newsletter planning starts.
- Capture deal context while it is fresh
- Reduce manual newsletter briefing
- Keep sales and content work connected
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Curated in Notis once.
- 2Create an automation and describe the desired draft issue in one instruction.
- 3Pick the New Deal Received trigger.
- 4Choose where run reports should go and test with one real deal.
Questions about this workflow
Does this publish the issue automatically?
No. It creates a draft issue for review in Curated.
What if the deal lacks enough context?
Tell Notis to flag missing details in the draft instead of inventing them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Curated. A trigger fires from one place; an action lands in another.
Pipedrive triggers
Curated actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Draft Issue
Tool to create a draft issue for a publication. use after confirming the publication id. applies default settings if optional fields are omitted.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Collected Link
Tool to create a collected link for a publication. use when you want to add a new link (with url, title, etc.) to a publication's collection.
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
List Email Subscribers
Tool to list all email subscribers for a publication. use after confirming the publication id.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
List Publications
Tool to list all publications accessible by the api key. use when you need to retrieve your publication ids for further api calls. example prompt: "list my publications".
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
List Categories
Tool to list all categories for a publication. use after you have the publication id and need to fetch its categories.
List Issues
Tool to list all issues for a publication. use after you have the publication id and need to fetch its issues (supports pagination).
Connect any two apps with Notis in the middle.
Pipedrive and Curated, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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