Keep tree impact close to your Pipedrive notes
Turn a new note into a cue to check your funded tree total and keep the figure handy for the next conversation or update.
Trigger
New Note Received Trigger
Fires when a new note is created.
Action
Get User Trees
View the number of trees a user has funded.
Why this helps
Impact figures are easy to forget when they are separate from the notes that guide follow-up.
- Retrieve the connected Ecologi user's total funded trees.
- Keep a brief impact recap with the note's context.
- Avoid manually checking Ecologi after capturing a Pipedrive note.
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 give it a clear name.
- 3Tell Notis to retrieve the connected Ecologi user's funded tree total when a new Pipedrive note is created and prepare a short recap.
- 4Pick the Pipedrive New Note Received trigger, choose where run reports go, and test with one real note.
Questions about this workflow
Does this count trees for a Pipedrive organization?
The available action returns the total number of trees funded for an Ecologi user. Specify which connected user to use in your instruction if that is not clear.
How fresh is the tree total?
Ecologi's tree data refreshes every 10 minutes.
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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