Audit image assets during onboarding
Make approved visual assets easy to find when a new organization starts.
Trigger
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Action
Docmosis: List Images
Tool to list available stock images. Use when you need to retrieve image names optionally filtered by folder.
Why this helps
Teams delay document setup while searching for reusable image assets.
- Surface reusable image assets
- Reduce setup delays
- Support consistent document branding
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Docmosis once in Notis.
- 2Create an automation describing the image asset audit.
- 3Pick the New Organization Received trigger.
- 4Choose where run reports go.
- 5Test with one real organization.
Questions about this workflow
Can images be filtered by folder?
Yes, the listing action can optionally filter by folder.
Are images downloaded?
No. This workflow returns the available image list.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Docmosis. A trigger fires from one place; an action lands in another.
Pipedrive triggers
Docmosis actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Docmosis: Delete Image(s)
Tool to delete one or more stored images. Use when you need to remove images; ensure imageName(s) are valid before use.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Docmosis: Delete Template(s)
Tool to delete one or more templates from the environment. Use when you need to remove templates; multiple templates can be deleted in a single request.
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Docmosis Environment Ready
Tool to verify environment readiness. Use when ensuring the environment is active and within quota before rendering documents.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Docmosis Environment Summary
Tool to retrieve environment summary. Use when you need status, plan, and quota details of your Docmosis environment after authentication.
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Docmosis: Get API Key
Tool to extract the Docmosis API access key from connection metadata. Use before other Docmosis API calls to retrieve the Bearer token from the Authorization header.
Get Batch Upload Status
Tool to check the status of a template batch upload job. Use when monitoring batch upload progress or checking if a batch upload has completed.
Download Docmosis Images
Tool to download one or more images. Use when you need to retrieve stored image files by name. If multiple names provided, images are returned in a zip archive.
Get Docmosis Render Queue
Tool to get current render queue status and utilization. Use when monitoring queue capacity before scheduling rendering tasks.
Connect any two apps with Notis in the middle.
Pipedrive and Docmosis, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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