Check effective data permissions for every new deal
Know whether the data access behind an opportunity is actually available.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Action
Get Effective Catalog Permissions
Tool to get effective permissions for a securable in Unity Catalog, including inherited permissions from parent securables. Use when you need to understand what privileges are granted to principals through direct assignments or inheritance. Returns privileges conveyed to each principal through the Unity Catalog hierarchy (metastore → catalog → schema → table/view/volume).
Why this helps
Direct grants alone can hide inherited permissions and create confusing delivery surprises.
- See direct and inherited access
- Identify delivery blockers early
- Give account teams a concrete permission summary
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Databricks in Notis once.
- 2Create an automation named Deal effective permission check.
- 3Tell Notis to retrieve effective permissions for the relevant catalog and summarize access for the new deal.
- 4Pick the New Deal Received trigger and choose a report channel.
- 5Test with one real deal.
Questions about this workflow
What is included?
The result includes privileges conveyed through direct assignments and inheritance.
Can it change permissions?
No. Use an update grants workflow for changes.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Databricks. A trigger fires from one place; an action lands in another.
Pipedrive triggers
Databricks actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Member to Security Group
Tool to add a user or group as a member to a Databricks security group. Use when you need to grant group membership for access control.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Custom LLM Agent
Tool to delete a Custom LLM agent created through Agent Bricks. Use when you need to remove a custom LLM and all associated data. This operation is irreversible and deletes all data including temporary transformations, model checkpoints, and internal metadata.
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Create Databricks App
Tool to create a new Databricks app with specified configuration. Use when you need to create apps hosted on Databricks serverless platform to deploy secure data and AI applications. The app name must be unique within the workspace, contain only lowercase alphanumeric characters and hyphens, and cannot be changed after creation.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Delete Databricks App
Tool to delete a Databricks app from the workspace. Use when you need to remove an app and its associated service principal. When an app is deleted, Databricks automatically deletes the provisioned service principal.
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Deploy Databricks App
Tool to create a deployment for a Databricks app. Use when you need to deploy an app with source code from a workspace path. The deployment process provisions compute resources and uploads the source code. Deployments can be in states: IN_PROGRESS, SUCCEEDED, FAILED, or CANCELLED.
Get Databricks App Details
Tool to retrieve details about a specific Databricks app by name. Use when you need to get comprehensive information about an app including configuration, deployment status, compute resources, and metadata.
Get Databricks App Permission Levels
Tool to retrieve available permission levels for a Databricks app. Use when you need to understand what permission levels can be assigned to users or groups for a specific app. Returns permission levels like CAN_USE and CAN_MANAGE with their descriptions.
Get Databricks App Permissions
Tool to retrieve permissions for a Databricks app. Use when you need to check who has access to an app and their permission levels. Returns the access control list including inherited permissions from parent or root objects.
Connect any two apps with Notis in the middle.
Pipedrive and Databricks, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Databricks.