Save organization research links to Curated
Build a reliable source trail as new companies enter your pipeline.
Trigger
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Action
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.
Why this helps
Company URLs and research references get lost after initial account setup.
- Preserve company research
- Build a segment specific source bank
- Keep account context reusable
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Curated in Notis once.
- 2Create an automation that identifies and collects relevant organization links.
- 3Pick the New Organization Received trigger.
- 4Choose where reports go and test with one organization containing a URL.
Questions about this workflow
Which URL should be collected?
Describe your preference, such as the company website or a supplied research link.
Can it skip irrelevant links?
Yes. State the relevance rules in the automation instruction.
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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