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Notis

Turn Pipedrive notes into Doppler subscribers

Capture follow-up contacts while the note is still top of mind.

Trigger

New Note Received Trigger

Triggered when a new note is created in Pipedrive

Action

Add Subscriber

Tool to add a new subscriber to a specific list for a specified account.

Why this helps

Useful names and emails buried in notes are easy to miss after the meeting or call ends.

  • Converts note-based follow-up into an action
  • Reduces forgotten contacts
  • Keeps marketing lists current

Setup

Build it in a few focused steps.

  • 1Connect Pipedrive and Doppler marketing automation in Notis.
  • 2Create an automation that extracts a valid contact from each new note and adds it to a named Doppler list.
  • 3Pick the Pipedrive New Note Received trigger.
  • 4Choose a report destination and test with one note containing a real email.

Questions about this workflow

What if a note mentions more than one person?

Tell Notis whether to add all valid contacts or only the primary contact.

What if there is no email in the note?

Notis should report the missing address and leave the subscriber unchanged.

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.

TriggerScheduled

Add Subscriber

Tool to add a new subscriber to a specific list for a specified account.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create List

Tool to create a new subscriber list for a specified account. use when you need to segment contacts into a new list.

ActionInstant

New Deal Received Trigger

Triggered when a new deal is created in Pipedrive

TriggerInstant

Delete List

Tool to delete a specific subscriber list by its id. use when permanently removing a list after confirming its no longer needed.

ActionInstant

New Note Received Trigger

Triggered when a new note is created in Pipedrive

TriggerInstant

Get Campaigns

Tool to retrieve all campaigns associated with the specified account. use after confirming the accountname to fetch campaigns.

ActionInstant

New Organization Received Trigger

Triggered when a new organization is created in Pipedrive

TriggerInstant

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.

ActionInstant

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"

ActionInstant

Get Removed Subscribers

Tool to retrieve subscribers removed from all lists. use when you need to audit unsubscribes within a date range.

ActionInstant

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.

ActionInstant

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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No card. Works with personal or business Doppler marketing automation.