Turn new deals into channel ready campaign plans
A new deal can trigger a focused check of every connected social account before promotion work begins.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Action
List Accounts
Tool to list all connected social media accounts in the workspace. use when you need to retrieve available accounts before posting or scheduling content.
Why this helps
New opportunities sit idle while you search for available publishing channels.
- See available channels immediately
- Reduce campaign setup context switching
- Keep promotion planning tied to real opportunities
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Dotsimple once in Notis.
- 2Create an automation named New Deal Account Check.
- 3Tell Notis to list Dotsimple accounts and summarize which channels fit the new deal.
- 4Pick the Pipedrive New Deal Received trigger and choose a report channel.
- 5Test it with one real deal.
Questions about this workflow
Does this publish anything?
No. It only lists connected Dotsimple accounts for planning.
Can Notis choose a channel automatically?
It can recommend a channel from the returned account list and your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Dotsimple. A trigger fires from one place; an action lands in another.
Pipedrive triggers
Dotsimple actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Tag
Tool to create a new tag in dotsimple. use when you need to categorize content with custom tags. example: create a tag named "news" with color "#38bdf8".
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Media Files
Tool to delete multiple media files in the workspace. use after confirming unwanted files. call this when you have a list of media ids to remove. returns success status.
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Delete Tag
Tool to delete a tag by its uuid. use when you need to remove a specific tag; ensure the uuid is correct before invoking.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Get Media File
Tool to retrieve details of a specific media file. use when you have the mediafileid and need its metadata.
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Get Tag by UUID
Tool to retrieve details for a specific tag by uuid. use when you need full tag information after obtaining its identifier.
List Accounts
Tool to list all connected social media accounts in the workspace. use when you need to retrieve available accounts before posting or scheduling content.
List Autoresponders
Tool to list all autoresponders. use when you need to browse through your autoresponder setup.
List Media Files
Tool to list all media files with optional pagination. use when you need to retrieve or browse uploaded media files page by page.
Connect any two apps with Notis in the middle.
Pipedrive and Dotsimple, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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