Screen deal phone numbers before dialing
Know whether a number is callable before it reaches your sales queue.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Action
Check Phone Number Against DNC Lists
Tool to check if a phone number exists in Federal or internal Do-Not-Call list. Use when you need to verify if a phone number is safe to dial or if it's on a DNC list. Returns status indicating whether phone is OK-TO-DIAL, FEDERAL DNC, INTERNAL DNC, or UNAUTHORIZED.
Why this helps
Calling restricted numbers creates compliance risk and wastes valuable selling time.
- Identify restricted numbers
- Separate safe and unsafe calls
- Reduce manual compliance checks
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Data247 in Notis.
- 2Create an automation telling Notis to check each new deal phone against federal and internal DNC lists.
- 3Choose New Deal Received as the trigger.
- 4Select a report channel and test with one real deal.
Questions about this workflow
What statuses can appear?
Data247 can return OK-TO-DIAL, FEDERAL DNC, INTERNAL DNC, or UNAUTHORIZED.
Does this place calls?
No. It only checks the number and reports the dialing status.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Data247. A trigger fires from one place; an action lands in another.
Pipedrive triggers
Data247 actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Append Email by Name and Address
Tool to find email addresses associated with name and postal address. Use when you need to discover the email address for a contact given their name and residential or business address.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Append Gender by First Name
Tool to determine a person's probable gender based on their first (given) name. Use when you need to infer gender from a first name with confidence percentage.
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Append Name (CNAM Lookup)
Tool to get CNAM (Caller Name Delivery) data for a phone number. Use when you need to find the registered owner name associated with a phone number from carrier-grade telco data.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Append Phone to Contact
Tool to append phone numbers to contact records using name and address. Use when you need to find phone numbers (business or residential) associated with a person's name and address. Returns primary phone with type classification and additional phone numbers if available.
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Append Property Data
Tool to retrieve comprehensive property data including home stats, ownership information, financials and foreclosure data. Use when you need detailed property information for any US address.
Append Reverse Email Lookup
Tool to perform reverse email lookup and retrieve contact information. Use when you need to find the name, phone, and address associated with an email address. Returns personal identifiers, contact details, and address components.
Append Reverse Phone Lookup
Tool to perform reverse phone lookup and retrieve name and address information. Use when you need to find the contact details associated with a phone number. Returns personal identifiers, address components, and demographic data.
Append Reverse Zipcode Lookup
Tool to get formatted address components from a zipcode. Use when you need to retrieve city, state, county, congressional district, timezone, and other location data for a given 5 or 9 digit zipcode.
Connect any two apps with Notis in the middle.
Pipedrive and Data247, 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 Data247.