Turn new deals into a simple kickoff
Get a clean starting point for every opportunity, with the context and first questions ready to review in Notion.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Action
Create Notion page
Creates a new empty page in a notion workspace.
Why this helps
Starting work on a promising deal can take extra energy when the first step is buried among scattered notes and tabs.
- Give each opportunity a dedicated place to gather working context.
- Make the first follow-up easier to spot.
- Avoid creating a kickoff page from scratch each time.
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Notion to Notis once in the portal.
- 2Create an automation or tell Notis that each new deal should start a Notion kickoff page.
- 3In one plain-language instruction, describe the useful kickoff sections and the tone you want.
- 4Choose the Pipedrive new deal trigger and select a channel for run reports.
- 5Test with one real deal and refine the prompt if needed.
Questions about this workflow
Can the kickoff page include a suggested first move?
Yes. Ask Notis to include a concise suggested first move in the prompt.
Will this create a page for each new deal?
It runs from the Pipedrive new deal event you select.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Notion. A trigger fires from one place; an action lands in another.
Pipedrive triggers
Notion actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add multiple content blocks (bulk, user-friendly)
Efficiently adds multiple standard content blocks to a notion page in a single api call with automatic markdown parsing. the 'content' field in notionrichtext blocks now automatically detects and parses markdown formatting including headers (# ## ###), bold (**text**), italic (*text*), strikethrough (~~text~~), inline code (`code`), links ([text](url)), and more. ideal for bulk content creation, ai agents, and replacing multiple individual add page content calls. supports automatic text formatting, content splitting, and up to 100 blocks per request.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add content to Notion page
Deprecated: appends a single content block to a notion page or a parent block (must be page, toggle, to-do, bulleted/numbered list, callout, or quote); invoke repeatedly to add multiple blocks.
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Append complex blocks (advanced, full control)
Appends complex blocks with full notion block structure to a parent block or page. use for advanced scenarios requiring precise control: code blocks, tables, embeds, nested children within blocks, or when working with pre-built notion block objects. requires full notion api block schema - use add multiple page content for simpler content creation.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Archive Notion Page
Archives (moves to trash) or unarchives (restores from trash) a specified notion page.
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Create comment
Adds a comment to a notion page (via `parent page id`) or to an existing discussion thread (via `discussion id`); cannot create new discussion threads on specific blocks (inline comments).
Create Notion Database
Creates a new notion database as a subpage under a specified parent page with a defined properties schema; use this action exclusively for creating new databases.
Create Notion page
Creates a new empty page in a notion workspace.
Delete a block
Archives a notion block, page, or database using its id, which sets its 'archived' property to true (like moving to "trash" in the ui) and allows it to be restored later.
Connect any two apps with Notis in the middle.
Pipedrive and Notion, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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