Turn every new deal into a market-aware sales brief
Get the context behind a prospect before the next call, without opening another research tab.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Action
List Latest News
Tool to retrieve the latest news articles from Currents News API. Use when you need a real-time feed of recent articles.
Why this helps
New opportunities often arrive without the market context needed to prioritize or prepare quickly.
- Reduce pre-call research time
- Spot market factors that may change deal urgency
- Keep useful context in the run report
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Currents api in Notis once.
- 2Create an automation named New deal market brief.
- 3Tell Notis to find current headlines relevant to each new deal's organization, industry, and deal context, then summarize implications and source links.
- 4Pick the Pipedrive New Deal Received trigger and choose where run reports should go.
- 5Test with one real deal and refine the instruction if needed.
Questions about this workflow
What information does Notis use for relevance?
It can use the deal and organization details available from Pipedrive. Add industry or market terms in your instruction when those details are missing.
Does this change the deal in Pipedrive?
No. This workflow returns a research brief in your selected report channel.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Currents api. A trigger fires from one place; an action lands in another.
Pipedrive triggers
Currents api actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
List Latest News
Tool to retrieve the latest news articles from Currents News API. Use when you need a real-time feed of recent articles.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Activities Watch
Tool to start a notification channel to watch activities for a specified user and application. Use when needing to receive push notifications for user activity; call after OAuth credentials and webhook endpoint are set up.
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Get Entity Usage Reports
Tool to retrieve usage statistics for a specific Google Workspace entity. Use when you need to analyze entity usage on a particular date.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
List Users
Tool to list users in a Google Workspace domain. Note: - When the provided base_url points to Currents News API (api.currentsapi.services), this action will gracefully fall back to listing latest news articles to ensure a valid response, since the Currents News API does not expose a users endpoint. - When the base_url points to Google Admin Directory API, it will list users from the domain/customer specified.
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Get User Usage Report
Tool to retrieve the usage report for a specified user on a given date. Use after confirming the userKey and date. Use when detailed usage metrics are needed for auditing or monitoring.
Connect any two apps with Notis in the middle.
Pipedrive and Currents api, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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