Convert sales notes into ready links
Capture the link request while the note is still on your screen.
Trigger
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Action
Upsert a Link
Tool to create or update a short link in Dub. Use when you need to create a new short link or update an existing one. If the link already exists (matching domain and key), it will be updated; otherwise, a new link will be created.
Why this helps
Link requests buried in notes get forgotten after the meeting or call.
- Extracts actionable intent from notes
- Creates a reusable branded URL
- Reduces forgotten follow-up work
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Dub once in Notis.
- 2Create an automation named Note to follow-up link.
- 3Tell Notis to read the note, create or update a Dub link only when a destination and purpose are present, and report missing details.
- 4Pick the New Note Received trigger and a report channel.
- 5Test it with one real note.
Questions about this workflow
What if the note has no URL?
Notis reports that a destination is required and does not invent one.
Can it use a requested slug?
Yes, when the note includes a usable key or your instruction defines a naming rule.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Dub. A trigger fires from one place; an action lands in another.
Pipedrive triggers
Dub actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Bulk Delete Links
Tool to delete multiple short links in bulk from Dub. Use when you need to remove multiple links at once. Maximum of 100 link IDs per request. Non-existing IDs are silently ignored.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Bulk Update Links
Tool to update multiple short links in bulk. Use when you need to apply the same updates to multiple links at once by specifying link IDs or external IDs.
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Create Domain
Tool to add a domain to a Dub workspace. Use when you need to create a new domain for shortening links. The domain must be verified before it can be used for link shortening.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Create Tag
Tool to create a new tag in Dub. Use when you need to organize links by creating custom tags. Tags help categorize and filter links for better organization.
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Delete Domain
Tool to delete a domain from your Dub workspace. Use when you need to permanently remove a domain. The domain must exist and be owned by your workspace.
Delete Tag
Tool to delete a tag from Dub. Use when you need to remove a tag that is no longer needed.
Get Link Info
Tool to retrieve details of a specific short link from Dub. Use when you need to get comprehensive information about a link including its configuration, targeting settings, and performance metrics.
Get Links
Tool to retrieve a paginated list of links for the authenticated workspace. Use when you need to list links with optional filtering by domain, tags, folder, search terms, or user. Supports pagination and sorting for efficient retrieval of large link collections.
Connect any two apps with Notis in the middle.
Pipedrive and Dub, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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