Review data connections for each new organization
Start every account with a clear view of its connected data sources.
Trigger
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Action
Get Catalog Connection
Tool to retrieve detailed information about a specific Unity Catalog connection. Use when you need to get connection metadata, configuration, and properties for external data source connections.
Why this helps
New accounts may depend on external data connections that no one reviews during onboarding.
- Identify connection ownership early
- Spot missing metadata
- Give onboarding teams a useful technical summary
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Databricks in Notis once.
- 2Create an automation named Organization connection review.
- 3Tell Notis to identify the relevant catalog connection and retrieve its details for the new organization.
- 4Pick the New Organization Received trigger and choose where reports go.
- 5Test with one real organization.
Questions about this workflow
What identifies the connection?
Provide a connection naming convention or include the connection name in your instruction.
Does this test the connection?
No. It retrieves metadata. Use credential validation when you need an access test.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Databricks.