Summarize a Cursor agent for a sales review
Bring technical conversation history into a sales review on demand.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
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.
Why this helps
Sales and delivery reviews lose time when technical context is scattered across agent threads.
- Creates a review-ready conversation summary
- Keeps sales discussions grounded in actual agent history
- Supports on-demand requests from any channel
Setup
Build it in a few focused steps.
- 1Connect Cursor in the Notis portal and keep Pipedrive connected if the request references a deal.
- 2Create a webhook automation telling Notis to retrieve and summarize the supplied Cursor agent conversation.
- 3Pick the Notis webhook trigger and define the request payload context.
- 4Choose where run reports go, then test with one real agent ID.
Questions about this workflow
What must the webhook include?
It must include the specific Cursor agent identifier and any review questions you want answered.
What if access is denied?
The report should show the 404-style failure and ask for a valid accessible agent ID.
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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