Connect customer learning with channel results
Fresh notes become more actionable when paired with a clear view of what your channels are doing now.
Trigger
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Action
List Reports
Tool to list all account-level reports. use when you need to fetch aggregated account metrics chronologically after authentication.
Why this helps
Teams capture customer insight but cannot tell which channels can amplify it.
- Prioritize channels with evidence
- Improve follow-up briefs
- Make customer insight easier to act on
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Dotsimple once in Notis.
- 2Create an automation named Note Performance Context.
- 3Tell Notis to list Dotsimple reports and explain which metrics matter for acting on the new note.
- 4Pick the New Note Received trigger and choose a report channel.
- 5Test it with one real note.
Questions about this workflow
Can it calculate a custom baseline?
Only if you provide the baseline or the reports contain enough history.
Does it alter reports?
No. It summarizes the available account level reports.
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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