Turn Pipedrive notes into richer contact context
Capture research clues in a note and let Datagma build the fuller picture.
Trigger
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Action
Enrich Person or Company
Enrich person or company data using LinkedIn URLs, emails, domains, or names. Returns enriched data including: contact information, LinkedIn profiles, company details, work experience, education, phone numbers (with phoneFull), and company metrics. Input types: LinkedIn profile URL (~100% success), email (~60% success), name+company (~90% success), company domain/name, or SIREN number (French companies).
Why this helps
Useful discovery notes often sit apart from the profile research needed for a decision.
- Convert notes into actionable context
- Refresh stale profile data
- Keep research close to the original signal
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Datagma in Notis once.
- 2Create an automation describing how notes should start enrichment.
- 3Tell Notis to identify the related person or company and enrich available details.
- 4Pick the new note trigger and select a report destination.
- 5Test with one real note and confirm the matched entity.
Questions about this workflow
Can a note alone identify a person?
Only when the note or related Pipedrive record supplies enough identifying information; otherwise Notis should flag what is missing.
Does this overwrite the note?
No. The automation returns a report so you can decide how to use the enrichment.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Datagma. A trigger fires from one place; an action lands in another.
Pipedrive triggers
Datagma actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Detect Job Change
Tool to detect if a contact changed jobs. Use when verifying a contact’s current employment details by email.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Enrich Person or Company
Enrich person or company data using LinkedIn URLs, emails, domains, or names. Returns enriched data including: contact information, LinkedIn profiles, company details, work experience, education, phone numbers (with phoneFull), and company metrics. Input types: LinkedIn profile URL (~100% success), email (~60% success), name+company (~90% success), company domain/name, or SIREN number (French companies).
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Find Work Email
Find verified work email address for a person using their name and company. Returns a professionally verified email address with validation metadata including SMTP checks and MX records. Requires either fullName or firstName+lastName, plus company domain or LinkedIn company slug.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Get Credits
Get the current credit balance for the authenticated Datagma API account. Use this to check how many API credits remain before making enrichment calls.
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Get Twitter Profile By Email
Retrieve Twitter account information associated with an email address. This action looks up Twitter username and display name for a given email address using Datagma's enrichment database. Returns Twitter username, display name, and the queried email if a match is found, or status 'NOT_FOUND' if no Twitter account is associated with the email. Use this when you need to: - Find someone's Twitter handle from their email address - Verify if an email has an associated Twitter account - Enrich contact data with social media information
Get Twitter Profile by Username
Enrich Twitter profile data using Datagma's database. Returns contact information (email), social media profiles (LinkedIn, Facebook, GitHub), and professional details (skills, interests, industry) associated with a Twitter username. Note: Not all usernames are in Datagma's database. A 'not found' response (code 5) indicates the username hasn't been indexed yet.
Reverse Phone Lookup
Tool to reverse-lookup information associated with a phone number. Use when you have a phone number and need associated details (e.g., carrier, location).
Search Phone Numbers
Find mobile phone numbers using email address and/or LinkedIn profile URL. Returns list of phone numbers with confidence scores and optional WhatsApp verification. Best results when both email and LinkedIn URL are provided.
Connect any two apps with Notis in the middle.
Pipedrive and Datagma, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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