Verify Docupilot identity before webhook work
Know which Docupilot workspace will receive the next request.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Authenticated User
Tool to retrieve information about the authenticated user. use after authentication to confirm identity and fetch user account details.
Why this helps
Webhook automations can run in the wrong account when authentication context is not checked first.
- Reduce account-context mistakes
- Make webhook runs easier to audit
- Confirm the active Docupilot user
Setup
Build it in a few focused steps.
- 1Connect Docupilot in the Notis portal.
- 2Create an automation that retrieves the authenticated Docupilot user when the webhook arrives.
- 3Choose the Notis webhook trigger.
- 4Select a channel for run reports.
- 5Send one real test request.
Questions about this workflow
What starts this workflow?
An HTTP request sent to the Notis webhook starts it.
Does it create a document?
No. It retrieves authenticated user information for confirmation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Docupilot. A trigger fires from one place; an action lands in another.
Pipedrive triggers
Docupilot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Docupilot Folder
Tool to create a new folder. use when organizing documents into custom workspace folders after confirming workspace context.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Docupilot Folder
Tool to create a new folder. use when organizing documents into custom workspace folders after confirming workspace context.
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
List all folders
Tool to list all folders. use after authentication to fetch available workspace folders.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Get Authenticated User
Tool to retrieve information about the authenticated user. use after authentication to confirm identity and fetch user account details.
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Connect any two apps with Notis in the middle.
Pipedrive and Docupilot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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