Choose a Curated publication for each new organization
Make account based editorial routing visible at the start of the relationship.
Trigger
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Action
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".
Why this helps
Publication selection gets delayed because account intake and content planning happen separately.
- Reduce routing delays
- Keep account and publication context together
- Support consistent destination choices
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Curated in Notis once.
- 2Create an automation that lists publications and explains the routing recommendation.
- 3Pick the New Organization Received trigger.
- 4Choose a report channel and test with one real organization.
Questions about this workflow
Can this workflow create an issue too?
No. It only lists publications and reports a recommendation.
What rules should I provide?
Describe how organization segment, region or audience should influence the choice.
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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