Create a Paper intake page for every new deal
Give the team a shared starting point for opportunity planning.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Action
Create paper document
Creates a new dropbox paper document at the specified path using html or markdown content.
Why this helps
New opportunities lack a consistent place for questions, risks, and next steps.
- Standardize opportunity intake
- Make unknowns visible
- Improve team collaboration
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Dropbox once in Notis.
- 2Create a new automation and name it.
- 3Tell Notis to create a Dropbox Paper intake document with the new deal details, open questions, and next steps.
- 4Pick the New Deal Received trigger and choose a report channel.
- 5Test it with one real deal.
Questions about this workflow
Can I provide an intake template?
Yes. Include the sections you want Notis to use in the instruction.
Where is the document created?
Specify the Dropbox path in your prompt.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Dropbox. A trigger fires from one place; an action lands in another.
Pipedrive triggers
Dropbox actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create file request
Tool to create a new file request in dropbox. use when you need to request files from others by generating a unique link for uploads to a specified dropbox folder, optionally with a deadline.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create folder
Tool to create a new folder at a specified path in dropbox. use when you need to organize files by creating a new directory. requires the 'files.content.write' scope.
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Create paper document
Creates a new dropbox paper document at the specified path using html or markdown content.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Delete file or folder
Permanently deletes the file or folder at the specified path in dropbox. use when you need to remove a specific file or folder. requires the `files.content.write` scope.
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Get about me
Tool to get information about the current user's dropbox account. use when you need to retrieve account details like email, name, or account type.
List files in folder
Tool to list files and folders in a specified dropbox directory. use when you need to see the contents of a folder, including subfolders if recursive is true.
List folder contents
Retrieves a list of folders, files, and deleted entries from a specified dropbox path.
Move file or folder
Move file or folder
Connect any two apps with Notis in the middle.
Pipedrive and Dropbox, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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