Verify deal credentials before moving forward
Check trust evidence while the deal context is still fresh.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Action
Verify Credential or Presentation
Tool to verify a verifiable credential or presentation. Use after receiving a credential or presentation from an issuer.
Why this helps
Teams lose time switching between deal records and credential portals to confirm identity.
- Reduce manual verification steps
- Surface invalid or incomplete credentials early
- Keep verification results tied to deal context
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Dock certs in Notis once.
- 2Create an automation with a name and prompt.
- 3Tell Notis to verify the Dock certs credential ID in each new deal and summarize the result.
- 4Pick the Pipedrive New Deal Received trigger and choose a report channel.
- 5Test with one real deal that includes a credential ID.
Questions about this workflow
What if the deal has no credential ID?
Notis reports that the identifier is missing and does not invent one.
Can the result include the deal name?
Yes, Notis can include the incoming deal context in the report.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Dock certs. A trigger fires from one place; an action lands in another.
Pipedrive triggers
Dock certs actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create API Key
Tool to create an API key. Use when you need to generate a new API key with optional alias and IP allowlist.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Webhook
Tool to create a webhook endpoint. Use when you need Dock.io to push event notifications to your service.
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Delete API Key
Tool to delete a specific API key. Use after confirming the API key's ID via list_api_keys.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Delete Credential
Tool to delete a verifiable credential. Use after confirming the credential is no longer needed.
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Delete Tag
Tool to delete a specific tag. Use when you have a tag ID and want to permanently remove it.
Delete Webhook
Tool to delete a specific webhook. Use after confirming the webhook's ID via list_webhooks.
Retrieve API Key
Tool to retrieve details of an API key. Tries single-key endpoint first, then falls back to listing and filtering.
Retrieve API Keys
Tool to list all API keys. Use when you need to retrieve all API keys for the authenticated account.
Connect any two apps with Notis in the middle.
Pipedrive and Dock certs, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Dock certs.