Turn Pipedrive notes into Dialmycalls contacts
Make every important note lead to an actionable contact.
Trigger
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Action
Add Contact
Tool to add a contact to your contact list. use when you need to store a new contact's phone (and optional name, email, or group) before sending messages.
Why this helps
Notes capture intent, but the person who needs follow-up may never reach your calling list.
- Reduces missed follow-ups
- Keeps outreach data aligned
- Creates a simple next action
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Dialmycalls in Notis.
- 2Create an automation named Note follow-up contact.
- 3Tell Notis to identify the person referenced by each new note and add them to Dialmycalls when contact details are available.
- 4Pick the New Note Received trigger.
- 5Choose a report channel and test with one real note.
Questions about this workflow
What if a note mentions several people?
Tell Notis whether to add all identified contacts or only the primary person.
Will existing contacts be overwritten?
Ask Notis to check the existing list first and skip a matching contact.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Dialmycalls. A trigger fires from one place; an action lands in another.
Pipedrive triggers
Dialmycalls actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Access Account
Tool to add a new access (sub) account. use when you need to delegate dialing capabilities to another user after setting up your master account.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Contact
Tool to add a contact to your contact list. use when you need to store a new contact's phone (and optional name, email, or group) before sending messages.
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Add Group
Tool to add a new contact group. use after deciding the group name to organize recipients into groups.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Delete Access Account
Tool to delete an access (sub) account by id. use when removing a sub account after deprovisioning.
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Delete Caller ID
Tool to delete a caller id. use when you need to permanently remove an existing caller id no longer in use.
Delete Contact
Tool to delete a contact by id. use when you need to permanently remove a contact from your list.
Delete Group
Tool to delete a contact group by id. use when you need to remove an existing contact group after confirming its id.
Delete Recording
Tool to delete a recording by id. use when you need to permanently remove a custom recording after confirming its recording id.
Connect any two apps with Notis in the middle.
Pipedrive and Dialmycalls, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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