Build a project shortlist from each note
Turn an unstructured request into a short list of viable agents.
Trigger
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Action
List CustomGPT Projects
Tool to list all CustomGPT agents. Use when you need to retrieve agent projects with pagination support after setting your API key.
Why this helps
Too many projects make it hard to choose a starting point.
- Shorten decision time
- Make project choices explainable
- Keep routing consistent
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Customgpt in Notis once.
- 2Create an automation asking Notis to list and rank the best matching projects for each new note, with a reason for each.
- 3Pick the Pipedrive New Note Received trigger.
- 4Select a report channel.
- 5Test with one real note and review the ranked list.
Questions about this workflow
Can I set ranking criteria?
Yes. Include your preferred criteria in the plain language instruction.
Does it create a project?
No. It only creates a ranked shortlist from existing projects.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Customgpt.