Send note referenced files into Dromo
Turn a file mentioned in a Pipedrive note into a completed Dromo upload while the context is still fresh.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Upload File To Headless Import
Tool to upload a file to a headless import. use after obtaining a signed upload url from dromo. performs an http put of raw bytes to the provided signed url.
Why this helps
Files referenced in CRM notes often require a separate download and upload chore.
- Keep note context with the upload
- Reduce download and reupload work
- Speed up data intake
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Dromo once in Notis.
- 2Create an automation that receives note context, raw file bytes, and a signed Dromo upload URL, then performs the upload.
- 3Pick a Notis webhook trigger and define the payload your note processor sends.
- 4Choose where run reports should go.
- 5Test with one note and its referenced file.
Questions about this workflow
Does Notis fetch attachments from Pipedrive itself?
This workflow expects the webhook sender to provide the raw bytes and signed Dromo URL.
What happens when the note has no file?
The automation can report the missing file and stop before calling the upload action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Dromo. A trigger fires from one place; an action lands in another.
Pipedrive triggers
Dromo actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
List Uploads
Tool to retrieve a list of all uploads stored by dromo for your organization. use when you need to paginate or filter uploads.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Upload File To Headless Import
Tool to upload a file to a headless import. use after obtaining a signed upload url from dromo. performs an http put of raw bytes to the provided signed url.
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
New Note Received Trigger
Triggered when a new note is created in Pipedrive
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Connect any two apps with Notis in the middle.
Pipedrive and Dromo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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