Update the deal follow-up list
Keep the audience label aligned with the opportunity motion from the start.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Action
Update List
Tool to update details of an existing subscriber list. use when you need to modify list metadata after creation.
Why this helps
List descriptions become stale as sales motions change, making campaign context harder to understand.
- Keeps list context current
- Improves handoff clarity
- Reduces stale audience metadata
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Doppler marketing automation in Notis.
- 2Create an automation defining when a new deal warrants a metadata update and what details to apply to the related list.
- 3Pick the Pipedrive New Deal Received trigger.
- 4Choose a report channel and test with one deal and a valid list reference.
Questions about this workflow
What list fields can be changed?
Specify the list metadata and values that Doppler supports for your account.
Will it update every list?
Only the related list identified by your instruction and deal context should be changed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Doppler marketing automation. A trigger fires from one place; an action lands in another.
Pipedrive triggers
Doppler marketing automation actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Subscriber
Tool to add a new subscriber to a specific list for a specified account.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create List
Tool to create a new subscriber list for a specified account. use when you need to segment contacts into a new list.
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Delete List
Tool to delete a specific subscriber list by its id. use when permanently removing a list after confirming its no longer needed.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Get Campaigns
Tool to retrieve all campaigns associated with the specified account. use after confirming the accountname to fetch campaigns.
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Get List
Tool to retrieve details of a specific subscriber list by its id. use when you need to fetch metadata of an existing list.
Get Lists
Tool to retrieve all lists associated with a specified doppler account. use when you need an overview of all mailing lists. example: "retrieve lists for account partnerships@composio.dev"
Get Removed Subscribers
Tool to retrieve subscribers removed from all lists. use when you need to audit unsubscribes within a date range.
Get Subscriber
Tool to retrieve details of a specific subscriber by their email. use when you need to fetch subscriber information for a given account.
Connect any two apps with Notis in the middle.
Pipedrive and Doppler marketing automation, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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