Find the right Dailybot teammate for a new note
Make note handoffs easier when ownership is unclear.
Trigger
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Action
Get All Users
This tool retrieves a list of all users within the organization from dailybot. it doesn't require any input parameters other than authentication. the returned json contains user details including uuid, active status, full name, and organizational data.
Why this helps
A note can be complete while the next owner remains hard to identify.
- Speed up ownership decisions
- Use current team directory data
- Reduce handoff ambiguity
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Dailybot in Notis once.
- 2Create an automation and explain the role or person to identify.
- 3Pick the Pipedrive New Note Received trigger.
- 4Choose where run reports should go.
- 5Test with one real note.
Questions about this workflow
What does this action return?
It returns Dailybot users and their available organizational details.
Can Notis choose the best match?
Yes. Ask it to interpret the note and identify the closest matching user.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Dailybot. A trigger fires from one place; an action lands in another.
Pipedrive triggers
Dailybot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Find User by UUID
This tool allows you to find and retrieve information about a specific user in dailybot. it uses the provided user uuid to lookup the user and returns detailed information including the user's uuid, full name, image, username, occupation, birth date, chat platform data, and organization details.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Find Workflow by Name
This tool allows users to find a specific workflow within dailybot by providing the workflow name. it returns detailed information including the workflow id, workflow name, workflow status, workflow type, created at, and updated at. it is especially useful to locate a workflow before running or modifying it.
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Get All Users
This tool retrieves a list of all users within the organization from dailybot. it doesn't require any input parameters other than authentication. the returned json contains user details including uuid, active status, full name, and organizational data.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Get Workflows List
This tool retrieves a list of all workflows that the authenticated user has access to in dailybot. it can be executed independently with only the authentication required, and it supports optional pagination parameters (page, per page) to refine the response.
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Give Kudos to Users
This tool allows giving kudos to one or multiple users in dailybot. kudos can be given either on behalf of dailybot or the api key owner.
Send Message
This tool allows sending a message through dailybot to either specific users or channels/rooms. the message can include markdown formatting.
Connect any two apps with Notis in the middle.
Pipedrive and Dailybot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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