Keep template options close to important Pipedrive notes
When a note captures a communication need, Notis can pull the Echtpost template list and give you a compact reference for choosing a design.
Trigger
New Note Received Trigger
Fires when a new note is created.
Action
List templates
View available templates for creating postcards.
Why this helps
Useful communication context can sit in a Pipedrive note while template options remain elsewhere, making the next step easy to lose.
- Turn a new note into a prompt to review available designs
- Receive a brief reference without opening another catalog
- Keep template selection as a clear manual next step
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 relevant to each new note's stated communication need. This does not create or send a document.
- 4Choose the Pipedrive New Note Received trigger and select where run reports should go.
- 5Test with one real note and check that the summary has enough context to be useful.
Questions about this workflow
Does the workflow read the note text?
Notis can use fields returned with the Pipedrive event. If the event does not include the note's content or communication need, include the needed context in your instruction or report.
Does this deliver the confidential message?
No. The only available Echtpost action retrieves templates. It does not create a document or deliver a message.
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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