Run a recurring Pipedrive to Curated coverage review
Keep your newsletter archive aligned with the opportunities your pipeline is surfacing.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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).
Why this helps
Coverage reviews slip because they depend on someone remembering to run them.
- Create a dependable review habit
- Find gaps before planning sessions
- Reduce manual archive searches
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Curated in Notis once.
- 2Create an automation that describes the recurring comparison and report format.
- 3Pick the Notis cron trigger and set the schedule.
- 4Choose where run reports go and test with one real review.
Questions about this workflow
What Pipedrive data does the schedule read?
Specify the accessible deal, note or organization context you want Notis to review.
Can the schedule run weekly?
Yes. Choose the recurring cadence when configuring the Notis cron trigger.
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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