Bring habitat restoration context to new organizations
When a new organization enters your pipeline, make your funded habitat restoration easier to recall with a concise Ecologi snapshot.
Trigger
New Organization Received Trigger
Fires when a new organization is created.
Action
Get User Habitat Restoration
View the habitat area restored by a user.
Why this helps
Useful sustainability context can get lost while setting up new organization records and preparing for outreach.
- Retrieve total habitat and ecosystem area restored by the connected Ecologi user.
- Prepare context at the moment a Pipedrive organization is created.
- Keep impact information available for relevant outreach or internal review.
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 new organization context.
- 3Tell Notis to retrieve the connected Ecologi user's restored habitat area when a Pipedrive organization is created and prepare a short context note.
- 4Pick the Pipedrive New Organization Received trigger, choose where run reports go, and test with one real organization.
Questions about this workflow
Does the action return restoration data for the organization in Pipedrive?
The action retrieves habitat restoration for an Ecologi user. If the organization should use a particular Ecologi profile, state the profile-selection rule in your instruction.
Can the recap include other impact types?
This workflow retrieves habitat restoration area. Use the combined impact action if you want trees, carbon avoidance, carbon removal, and habitat restoration together.
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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