Capture referenced webpages from new notes
Keep a visual copy of the page your CRM note points to while the context is fresh.
Trigger
New Note Received Trigger
Triggered when a new note 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
Linked pages can change or disappear before anyone revisits the note.
- Preserve linked evidence
- Reduce repeated browser checking
- Keep note context together
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and CustomJS once in the Notis portal.
- 2Create an automation named Linked Page Snapshot.
- 3Tell Notis to identify a URL in each new note and run a Puppeteer script that opens it and captures a PNG.
- 4Pick the Pipedrive New Note Received trigger and choose report delivery.
- 5Test with one real note containing a URL.
Questions about this workflow
What if a note has no URL?
Tell Notis to report that no URL was available and skip the browser capture.
Can the script wait for dynamic content?
Yes. Include the required wait or selector instructions in the prompt.
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.
Authenticate CustomJS API Key
Tool to authenticate a CustomJS API key. Use when verifying a user's API key before making further requests.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Convert HTML to PDF
Tool to convert HTML to a PDF document. Use when you need to generate a PDF from raw HTML. Returns raw PDF bytes suitable for download or storage.
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Convert HTML to PNG
Tool to convert HTML string to PNG image. Use when you need a PNG from HTML after preparing your markup.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Capture webpage screenshot
Tool to capture a screenshot of a webpage. Use when you need a visual snapshot of a URL.
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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