Capture a review snapshot for each new deal
Keep a visual record of the page your team uses to review every fresh opportunity.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Action
Run Puppeteer Script
Tool to run a Puppeteer script and capture a screenshot. Use when automating headless browser tasks and needing a PNG output. Use after confirming the script logic.
Why this helps
Review pages change and important context can be difficult to preserve for async collaboration.
- Preserve a visual review record
- Support async deal discussions
- Automate repeatable browser capture
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and CustomJS once in the Notis portal.
- 2Create an automation named New Deal Review Capture.
- 3Tell Notis to run a Puppeteer script that opens the supplied review URL, waits for the page to load, and captures a PNG.
- 4Pick the Pipedrive New Deal Received trigger and choose where reports go.
- 5Test with one real deal and verify the screenshot.
Questions about this workflow
What URL does the script open?
Provide the review page URL or explain how Notis should derive it from the deal information available.
What does the action return?
CustomJS returns a PNG screenshot from the Puppeteer run.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Customjs. A trigger fires from one place; an action lands in another.
Pipedrive triggers
Customjs actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
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New Note Received Trigger
Triggered when a new note is created in Pipedrive
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New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Merge multiple PDFs into one
Tool to merge multiple PDF files into a single PDF. Use when you have multiple PDF URLs and want one combined PDF.
Run Puppeteer Script
Tool to run a Puppeteer script and capture a screenshot. Use when automating headless browser tasks and needing a PNG output. Use after confirming the script logic.
Connect any two apps with Notis in the middle.
Pipedrive and Customjs, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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