Turn new Pipedrive deals into ready-to-use EmailOctopus contacts
Skip the manual CRM-to-mailing-list handoff. Notis can review a new deal and add or update its contact in the list you name.
Trigger
New Deal Received Trigger
Fires when a new deal is created.
Action
Create or Update Contact
Creates a contact if absent or updates it if already in the list.
Why this helps
Copying contact details from every new deal takes focus away from the follow-up that could move it forward.
- Keep eligible deal contacts in the right mailing list.
- Update an existing contact instead of creating a duplicate.
- Use the prompt to define which deals qualify and what details to include.
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and EmailOctopus once in the Notis portal.
- 2Create an automation in the portal or tell Notis in plain language; give it a name and describe the outcome.
- 3In one instruction, name the EmailOctopus list and say which new deals qualify, which contact details to include, and how to handle missing email addresses.
- 4Pick the Pipedrive New Deal Received trigger and choose where run reports should go.
- 5Test with one real deal and check the resulting contact in EmailOctopus.
Questions about this workflow
Will every new deal become a mailing list contact?
Tell Notis which deals qualify in your instruction. It can use details in the event to decide whether to create or update a contact.
What if the deal does not include an email address?
Instruct Notis to skip the contact and report the missing email, rather than guessing or creating an incomplete record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Emailoctopus. A trigger fires from one place; an action lands in another.
Pipedrive triggers
Emailoctopus actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Contact
Add a new contact to a mailing list.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create List
Create a mailing list to organize email contacts.
New Deal Received Trigger
Fires when a new deal is created.
Create Field
Creates a custom field on a mailing list.
New Note Received Trigger
Fires when a new note is created.
Delete Contact
Permanently delete a contact and its list data; this cannot be undone.
New Organization Received Trigger
Fires when a new organization is created.
Delete List
Delete a mailing list and all its contacts permanently; this cannot be undone.
Create Tag
Creates a tag on a mailing list for contact organization.
Get All Lists
Retrieve all mailing lists in the account.
Get Recent Campaigns
Retrieves recent campaigns from your EmailOctopus account.
Connect any two apps with Notis in the middle.
Pipedrive and Emailoctopus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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