Check model version details for every new deal
Know which model version supports the opportunity before planning next steps.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Action
Get Model Version
Tool to retrieve detailed information about a specific version of a registered model in Unity Catalog. Use when you need to get metadata, status, source location, and configuration of a model version. Requires metastore admin privileges, model ownership, or EXECUTE privilege on the registered model with appropriate catalog and schema privileges.
Why this helps
Sales and delivery teams can discuss a model without a shared view of its current status or source.
- Align sales and technical context
- Surface model status quickly
- Reduce repeated model lookups
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Databricks in Notis once.
- 2Create an automation named Deal model version review.
- 3Tell Notis to identify the registered model and version for the deal, retrieve its details, and summarize status and source.
- 4Pick the New Deal Received trigger and choose a report channel.
- 5Test with one real deal.
Questions about this workflow
What if the deal has no model reference?
Provide a naming convention or include the registered model and version in the automation instruction.
Can it change the model version?
No. It retrieves model version details only.
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.