Verify the connected CustomGPT account
Confirm the workspace owner before sensitive deal work starts.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Action
Get Current User Profile
Tool to retrieve the current user's profile information. Use when you need to display or verify authenticated user details after login.
Why this helps
The wrong connected account can quietly send work to the wrong workspace.
- Confirm account ownership
- Reduce workspace mixups
- Create an auditable check
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Customgpt in Notis once.
- 2Create an automation asking Notis to retrieve the current CustomGPT profile and report whether it matches the deal owner context.
- 3Pick the Pipedrive New Deal Received trigger.
- 4Select a report destination.
- 5Test with one real deal and verify the profile result.
Questions about this workflow
Does it expose private credentials?
No. It retrieves the connected profile details available from CustomGPT.
Can it switch accounts?
No. Account connection changes happen outside this workflow.
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
Get Usage Limits
Tool to get user's agents, words, and queries usage limits. Use when you need to check current account quotas after authentication.
Get Current User Profile
Tool to retrieve the current user's profile information. Use when you need to display or verify authenticated user details after login.
List Conversation Messages
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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