Create a DataRobot dataset when a new deal is created
Start analysis sooner by turning fresh deal context into a DataRobot dataset.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Action
Create Dataset from File
Tool to create a DataRobot dataset by uploading a file (CSV, Excel, etc.). Use when you need to upload data files to DataRobot's global catalog for modeling or prediction. Dataset creation is asynchronous - poll the statusId to monitor completion.
Why this helps
Important deal signals can remain scattered while teams wait for a manual data upload.
- Start ingestion from a clear CRM event
- Keep data preparation tied to pipeline activity
- Reduce repetitive catalog work
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and DataRobot in Notis once.
- 2Create an automation that explains which available source should become a DataRobot dataset after a new deal.
- 3Pick the New Deal Received trigger.
- 4Select a report channel and test with one real deal and its approved source.
Questions about this workflow
Can the workflow invent missing source data?
No. Your instruction must identify an available file or URL, and missing data is reported.
When does it run?
It runs whenever Pipedrive reports a newly created deal.
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.
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.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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.
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
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.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
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.
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
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.
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.
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.
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.
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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