Honor explicit profile deletion requests from Pipedrive notes
Turn a recorded deletion request into the required Customer.io suppression action.
Trigger
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Action
Suppress Customer Profile
Tool to suppress a person. use when you need to permanently delete a customer's profile and prevent them from being re-added.
Why this helps
Permanent deletion requests can be missed when they are recorded in the CRM and handled later.
- Reduce missed deletion requests
- Create a clear operational handoff
- Keep suppression work tied to source context
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Customer.io in Notis once.
- 2Create an automation named Profile Suppression Request.
- 3Tell Notis to suppress the matching Customer.io profile only when the new note explicitly requests permanent deletion and includes enough identifying context.
- 4Pick the New Note Received trigger and choose a report channel.
- 5Test with one real deletion request.
Questions about this workflow
Is suppression reversible?
Customer.io describes this action as permanent deletion and prevention from re-adding, so use it only for explicit requests.
What if the note is ambiguous?
Instruct Notis to report the ambiguity without suppressing a profile.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Customerio. A trigger fires from one place; an action lands in another.
Pipedrive triggers
Customerio actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Suppress Customer Profile
Tool to suppress a person. use when you need to permanently delete a customer's profile and prevent them from being re-added.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Integrations
Tool to retrieve a list of integrations in your workspace. use when you need to discover configured integrations.
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Get Messages
Tool to retrieve a list of messages sent from your workspace. use when you need paginated delivery metrics for messages, e.g., list email messages delivered between two timestamps.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Get Segment Details
Tool to retrieve details of a specific segment. use after identifying the segment id from list segments.
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Get Segment Membership
Tool to retrieve people in a specific segment. use when you need to page through segment membership after identifying segment id.
Get Segments
Tool to retrieve a list of segments in your workspace. use when you need to fetch all segments after configuring segment rules.
Get Trigger
Tool to retrieve details about a specific trigger. use after triggering a broadcast to confirm its status and metadata.
Get Triggers
Tool to retrieve a list of triggers for a specific broadcast. use after identifying broadcast id to inspect associated triggers.
Connect any two apps with Notis in the middle.
Pipedrive and Customerio, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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