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Create a DataRobot dataset definition from every new Pipedrive deal

Keep new pipeline data ready for analysis without manual catalog setup.

Trigger

New Deal Received Trigger

Triggered when a new deal is created in Pipedrive

Action

Create Dataset Definition

Create a dataset definition in DataRobot to define how to access and use a dataset from the AI Catalog. Use when you need to establish a reusable definition for a dataset that can be referenced in projects and deployments.

Why this helps

New deals often sit outside the modeling workflow until someone manually prepares them.

  • Catalog new deal data consistently
  • Reduce manual setup before modeling
  • Keep pipeline analytics ready for reuse

Setup

Build it in a few focused steps.

  • 1Connect Pipedrive and DataRobot in Notis once.
  • 2Create an automation and describe how each new deal should inform a DataRobot dataset definition.
  • 3Pick the Pipedrive New Deal Received trigger.
  • 4Choose where run reports should go, then test with one real deal.

Questions about this workflow

What starts this workflow?

A new deal created in Pipedrive triggers the automation.

Does this upload a file?

No. The action creates a DataRobot dataset definition using information available from the event and your instruction.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Pipedrive to Datarobot. A trigger fires from one place; an action lands in another.

Pipedrive triggers

Datarobot actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Add Users to Group

Tool to add one or more users to a DataRobot user group by groupId. Use when you have a valid groupId and want to add existing usernames. Limit 100 users per request.

ActionInstant

Webhook trigger

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

TriggerInstant

Add User to Organization

Tool to add a user to an existing organization. Use when you have an organizationId and wish to add or create a user within it.

ActionInstant

New Deal Received Trigger

Triggered when a new deal is created in Pipedrive

TriggerInstant

Analyze Dataset Definition

Tool to analyze a dataset definition by ID. Use when you need to trigger an analysis job that retrieves dataset metadata, schema, and statistics.

ActionInstant

New Note Received Trigger

Triggered when a new note is created in Pipedrive

TriggerInstant

Archive Model Package

Tool to archive a DataRobot model package. Use when you need to archive a model package that is no longer actively used.

ActionInstant

New Organization Received Trigger

Triggered when a new organization is created in Pipedrive

TriggerInstant

Build Java Scoring Code Package

Initiates an asynchronous build of a Java JAR package containing DataRobot Scoring Code for a deployment. The JAR can be executed locally for predictions or used as a library in Java applications. Use after confirming the deployment is active and supports scoring code. Poll the returned statusId or location URL to track build progress.

ActionInstant

Cancel Notebook Job

Tool to cancel a running or pending notebook job execution. Use when you need to stop a notebook job that is currently executing or queued. The cancellation is immediate and cannot be undone.

ActionInstant

Cancel Project Job

Tool to cancel a pending job for a project. Use when you need to stop a queued or running job after confirming its ID.

ActionInstant

Check Project Status

Tool to check the status of a DataRobot project. Use after creating or loading a project to monitor its stage and Autopilot completion.

ActionInstant

Connect any two apps with Notis in the middle.

Pipedrive and Datarobot, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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