Bring Ecologi impact into new deal reviews
A new deal is a useful moment to check the climate impact your business has funded. Get a current snapshot ready for review without switching apps.
Trigger
New Deal Received Trigger
Fires when a new deal is created.
Action
Get User Impact
View a user's combined environmental impact, including trees and carbon.
Why this helps
Deal reviews can start with missing context when impact information lives in a separate tool.
- Get trees, carbon avoidance, carbon removal, and habitat restoration in one snapshot.
- Reduce app switching during deal review.
- Use the connected Ecologi user's impact data, refreshed every 10 minutes.
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Ecologi once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for your deal review.
- 3Tell Notis to retrieve the connected Ecologi user's combined impact when a new Pipedrive deal is created, then prepare a concise review brief.
- 4Pick the Pipedrive New Deal Received trigger, choose where run reports go, and test with one real deal.
Questions about this workflow
Which impact figures can the brief include?
The Ecologi impact action returns funded trees, carbon avoidance, carbon removal, and habitat restoration for the connected user.
Will this look up a separate Ecologi profile for each deal?
The available action retrieves a user's combined impact. If you need a different Ecologi profile per deal, provide Notis with the profile-selection rule in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Ecologi. A trigger fires from one place; an action lands in another.
Pipedrive triggers
Ecologi actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get User Carbon Offset
View a user's total avoided carbon emissions.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get User Carbon Removal
View a user's total carbon removed from the atmosphere.
New Deal Received Trigger
Fires when a new deal is created.
Get User Habitat Restoration
View the habitat area restored by a user.
New Note Received Trigger
Fires when a new note is created.
Get User Impact
View a user's combined environmental impact, including trees and carbon.
New Organization Received Trigger
Fires when a new organization is created.
Get User Trees
View the number of trees a user has funded.
Connect any two apps with Notis in the middle.
Pipedrive and Ecologi, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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