Update a Digicert report after a new Pipedrive deal
Keep certificate reporting aligned as new business arrives.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Action
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.
Why this helps
Reporting settings become stale when a new customer or delivery commitment changes who needs updates.
- Keep recipients current
- Reduce reporting drift
- Capture changes while deal context is fresh
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Digicert in Notis once.
- 2Create an automation for deal-driven report updates.
- 3Tell Notis which existing Digicert report to update and how the new deal should change its schedule, recipients, or format.
- 4Pick the New Deal Received trigger.
- 5Choose a report channel and test with one real deal.
Questions about this workflow
Does this create a new report?
No. The action updates an existing Digicert report configuration.
What if the deal does not include report changes?
Notis can report that no update details were supplied and leave the configuration unchanged.
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.
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Webhook trigger
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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
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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
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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.