See existing calendar context for a new organization
Bring relevant meetings into view when a new organization enters your pipeline.
Trigger
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Action
Find event
Finds events in a specified google calendar using text query, time ranges (event start/end, last modification), and event types; ensure `timemin` is not chronologically after `timemax` if both are provided.
Why this helps
A newly added organization may already have meetings on your calendar, but finding them takes another search.
- Surface calendar events that may relate to a newly created organization.
- Reduce manual searching across your CRM and calendar.
- Review possible matches before deciding on a next step.
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Google Calendar once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to search Google Calendar for events matching the new organization's name and summarize likely matches in the run report.
- 4Pick the Pipedrive new organization trigger and choose where run reports should go.
- 5Test with one real organization that has a related calendar event.
Questions about this workflow
Does this create or change calendar events?
No. It searches for matching events and reports likely matches for you to review.
Could a name search find unrelated events?
Yes. Similar names can produce false matches, so review the results before acting on them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Google Calendar. A trigger fires from one place; an action lands in another.
Pipedrive triggers
Google Calendar actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Insert Calendar into List
Inserts an existing calendar into the user's calendar list.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Update Calendar List Entry
Updates an existing entry on the user\'s calendar list.
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Delete Calendar
Deletes a secondary calendar. use calendars.clear for clearing all events on primary calendars.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Update Calendar
Updates metadata for a calendar.
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Clear Calendar
Clears a primary calendar. this operation deletes all events associated with the primary calendar of an account.
Create Event
Creates an event on a google calendar, needing rfc3339 utc start/end times (end after start) and write access to the calendar. by default, adds the organizer as an attendee unless exclude organizer is set to true.
Delete event
Deletes a specified event by `event id` from a google calendar (`calendar id`); this action is idempotent and raises a 404 error if the event is not found.
Create a calendar
Creates a new, empty google calendar with the specified title (summary).
Connect any two apps with Notis in the middle.
Pipedrive and Google Calendar, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Google Calendar.