Review Cursor agent status after a Pipedrive note
Turn a CRM update into a focused check on active technical work.
Trigger
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Action
List Agents
Tool to retrieve a paginated list of all Cursor Cloud agents. Use when you need to view existing agents, their status, or iterate through agents with pagination.
Why this helps
A new customer detail can require action while agents continue running without review.
- Surfaces agents needing review
- Reduces missed follow-up after account changes
- Gives the team one status digest
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Cursor in Notis.
- 2Create an automation that lists agents after each new note and explains which statuses relate to the note.
- 3Pick the New Note Received trigger.
- 4Select where reports go and test with one real note.
Questions about this workflow
Can Notis know which agent owns the account?
Only if the note includes an agent identifier or a mapping you provide in the instruction.
Will this stop an agent?
No. The allowed action only retrieves the paginated agent list.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Cursor. A trigger fires from one place; an action lands in another.
Pipedrive triggers
Cursor actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Agent Conversation
Tool to retrieve the conversation history for a specific cloud agent. Use when you need to view the messages exchanged between the user and the agent. Returns error with status 404 if the agent is not found or access is denied.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get API Key Info
Tool to retrieve API key information including the key name, creation date, and owner email. Use when you need to verify API key details or validate authentication.
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
List Agents
Tool to retrieve a paginated list of all Cursor Cloud agents. Use when you need to view existing agents, their status, or iterate through agents with pagination.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
List Available Models
Tool to retrieve the list of available AI models in Cursor. Use when you need to discover which models are available for API requests.
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
List GitHub Repositories
Tool to list GitHub repositories accessible to the authenticated user. Use when you need to retrieve all repositories the user has access to through their Cursor account.
Connect any two apps with Notis in the middle.
Pipedrive and Cursor, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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