Review Digicert API roles for new Pipedrive deals
Know which Digicert roles can support a new customer commitment.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Action
List API Access Roles
Tool to retrieve a list of available api access roles. use after confirming authentication with an api key.
Why this helps
Founders lose time figuring out which API role supports a promised certificate workflow.
- See available roles quickly
- Align delivery promises with access
- Keep role decisions in one report
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Digicert in Notis once.
- 2Create an automation for API role review.
- 3In one instruction, ask Notis to list Digicert API access roles and identify those relevant to the new deal.
- 4Pick the New Deal Received trigger.
- 5Choose where reports go and test with one real deal.
Questions about this workflow
Does Notis assign a role automatically?
No. It retrieves the available roles and summarizes the relevant options.
Can I include deal context?
Yes. Tell Notis which deal details should guide the role review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Digicert. A trigger fires from one place; an action lands in another.
Pipedrive triggers
Digicert actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Check Permission
Tool to check if a specific permission is available. use when validating that the authenticated user may perform an operation before attempting it.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create API Key
Tool to create a new api key with specified permissions. use when you have a valid digicert user id and need to generate a new key. note the api key appears only once; save it securely.
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
List API Access Roles
Tool to retrieve a list of available api access roles. use after confirming authentication with an api key.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
List Intermediate Certificates
Tool to retrieve a list of intermediate certificates. use when you need to list all intermediate certificates for your account. no input required.
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
List CertCentral Users
Tool to retrieve a list of certcentral account users. use when you need to audit or manage users with support for pagination and optional detail inclusion.
Update Report
Tool to update an existing report’s configuration. use when you need to modify the schedule, recipients, or format of a scheduled report.
Connect any two apps with Notis in the middle.
Pipedrive and Digicert, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Digicert.