Find a fitting Echtpost template for each new deal
A new deal deserves a timely next step. Let Notis retrieve your Echtpost template catalog and summarize options that could suit the deal context.
Trigger
New Deal Received Trigger
Fires when a new deal is created.
Action
List templates
View available templates for creating postcards.
Why this helps
After logging a deal, browsing a separate template catalog can delay follow-up and add another task to remember.
- Review available designs in the context of a new deal
- Get a concise summary in your chosen report channel
- Keep the follow-up decision visible alongside the deal event
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Echtpost once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3In one instruction, ask Notis to retrieve the Echtpost templates and summarize options that may suit each new deal for follow-up. This reviews templates only; it does not create or send a card.
- 4Choose the Pipedrive New Deal Received trigger and select where run reports should go.
- 5Test with one real new deal and review the template summary.
Questions about this workflow
Will this send a postcard for the deal?
No. The available Echtpost action only retrieves the account's template list. It does not create or send postcards.
Can Notis recommend a template based on the deal?
Notis can summarize the returned templates against context available in the new deal event. If the event does not include the details needed for a recommendation, provide that context in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Echtpost. A trigger fires from one place; an action lands in another.
Pipedrive triggers
Echtpost actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
List templates
View available templates for creating postcards.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
New Deal Received Trigger
Fires when a new deal is created.
New Note Received Trigger
Fires when a new note is created.
New Organization Received Trigger
Fires when a new organization is created.
Connect any two apps with Notis in the middle.
Pipedrive and Echtpost, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Echtpost.