Capture a website snapshot for each new organization
Start account research with a visual snapshot of the company website already in your CRM.
Trigger
New Organization Received Trigger
Triggered when a new organization 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
Manual website checks interrupt onboarding and are easy to forget when new accounts arrive in batches.
- Automate first pass research
- Preserve the initial website view
- Reduce context switching
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and CustomJS once in the Notis portal.
- 2Create an automation named Organization Website Snapshot.
- 3Tell Notis to find the organization's website URL and run a Puppeteer script that captures a PNG of the loaded page.
- 4Pick the Pipedrive New Organization Received trigger and choose where reports go.
- 5Test with one real organization that has a website URL.
Questions about this workflow
What happens when no website is available?
Tell Notis to report the missing URL and skip the capture.
Can the script capture a specific page?
Yes. Provide the page path or selection rule in the automation instruction.
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.
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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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