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Apply access changes from a new Pipedrive note

Turn written access requests into controlled permission updates.

Trigger

New Note Received Trigger

Triggered when a new note is created in Pipedrive

Action

Update Databricks App Permissions

Tool to incrementally update permissions for a Databricks app. Use when you need to modify specific permissions without replacing the entire permission set. This PATCH operation updates only the specified permissions, preserving existing permissions not included in the request. For replacing all permissions, use SetPermissions instead.

Why this helps

Manual copying of access instructions creates delays and accidental omissions.

  • Shorten access request turnaround
  • Preserve existing permissions
  • Keep the note as the request record

Setup

Build it in a few focused steps.

  • 1Connect Pipedrive and Databricks in Notis once.
  • 2Create an automation named Note driven app permission update.
  • 3Tell Notis to parse the note, validate the requested principals and permissions, and apply an incremental update.
  • 4Pick the New Note Received trigger and choose a report channel.
  • 5Test with one real note and a safe permission change.

Questions about this workflow

Does this replace all permissions?

No. It uses the incremental update action and preserves permissions not mentioned in the request.

What must the note include?

Include the app name, principals, and requested permission 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.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

New Deal Received Trigger

Triggered when a new deal is created in Pipedrive

TriggerInstant

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.

ActionInstant

New Note Received Trigger

Triggered when a new note is created in Pipedrive

TriggerInstant

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.

ActionInstant

New Organization Received Trigger

Triggered when a new organization is created in Pipedrive

TriggerInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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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