Generate async account packs from new organizations
Turn a new account record into a richer working pack without stopping to format it yourself.
Trigger
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Action
Create Async Document
Tool to create documents asynchronously from HTML content. Use when generating PDF, XLS, or XLSX documents and you need to poll for completion status or use a callback URL for notification.
Why this helps
Account setup requires gathering and presenting context before the team can act on a new organization.
- Support detailed account documents
- Reduce setup friction
- Keep new organization work consistent
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and DocRaptor once in the Notis portal.
- 2Create the automation and describe the account pack sections.
- 3Pick the Pipedrive New Organization Received trigger.
- 4Choose where reports go and test with one organization.
Questions about this workflow
Why use async generation?
It suits larger account packs that may take longer to render.
Can it include onboarding sections?
Yes. Request sections such as context, risks, questions, and next actions.
Does it research outside Pipedrive?
Only data made available to the automation can be used unless you provide additional sources.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to DocRaptor. A trigger fires from one place; an action lands in another.
Pipedrive triggers
DocRaptor actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Async Document
Tool to create documents asynchronously from HTML content. Use when generating PDF, XLS, or XLSX documents and you need to poll for completion status or use a callback URL for notification.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Document
Tool to create a PDF or Excel document synchronously from HTML content or URL. Use when you need to generate a document file from HTML data. The document is returned immediately as a downloadable file. Either document_content or document_url must be provided, but not both.
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Create Document from Referrer
Tool to convert webpages into documents using referrer-based authentication without an API key. Use when you need to generate PDFs or Excel files from registered domains without explicit API credentials.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Create Hosted Async Document
Tool to create a hosted document asynchronously. Use when you need to generate a PDF, XLS, or XLSX document and track its completion status via callback_url or the status API.
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Download Async Document
Tool to download a completed asynchronous document using the download URL from status response. Use when you have a download_id and need to retrieve the generated document file.
Get Async Document Status
Tool to check the status of an asynchronously created document. Use when monitoring progress of async documents by polling for completion status.
List Documents (JSON)
Tool to retrieve a paginated list of previously created documents with metadata in JSON format. Use when you need to see document creation history or query past documents.
List Documents (XML)
Tool to retrieve a paginated list of previously created documents with metadata in XML format. Use when you need to see document creation history or query past documents in XML format.
Connect any two apps with Notis in the middle.
Pipedrive and DocRaptor, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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