Audit agent settings when a deal arrives
Catch configuration gaps before an opportunity reaches the wrong assistant.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Action
Get Project Settings
Tool to retrieve a specific agent's settings. Use when inspecting or auditing an agent's configuration after setup.
Why this helps
A new deal can expose outdated instructions or incomplete agent setup.
- Spot stale instructions early
- Standardize deal intake checks
- Reduce manual settings reviews
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Customgpt in Notis once.
- 2Create an automation asking Notis to inspect the relevant CustomGPT project settings for each new deal and summarize concerns.
- 3Pick the Pipedrive New Deal Received trigger.
- 4Choose a report channel.
- 5Test with one real deal and confirm the settings summary.
Questions about this workflow
Does Notis change the settings?
No. This workflow retrieves settings and reports findings.
Can I provide the project ID?
Yes. Include the project identifier in the automation instruction or deal context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Customgpt. A trigger fires from one place; an action lands in another.
Pipedrive triggers
Customgpt actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete CustomGPT Project
Tool to delete a CustomGPT project by ID. Use when you need to permanently remove an existing agent after confirming the ID.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete CustomGPT Project License
Tool to delete a CustomGPT project license by ID. Use after confirming both projectId and licenseId; this permanently removes the license.
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Get Project License
Tool to retrieve a license for a specific project. Use when you need to fetch license details by license ID.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Get Project Settings
Tool to retrieve a specific agent's settings. Use when inspecting or auditing an agent's configuration after setup.
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
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Tool to retrieve the current user's profile information. Use when you need to display or verify authenticated user details after login.
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Tool to list messages in a conversation. Use when you need to retrieve the full chat history after starting a conversation session.
List CustomGPT Project Licenses
Tool to list all licenses for a CustomGPT project. Use when you have a project ID and want to fetch its license entries.
Connect any two apps with Notis in the middle.
Pipedrive and Customgpt, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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