Keep matching deal records current
When an opportunity connects to work you already track in Notion, update its record with the new context instead of starting over.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Action
Update row database
Updates or archives an existing notion database row (page) using its `row id`, allowing modification of its icon, cover, and/or properties; ensure the target page is accessible and property details (names/ids and values) align with the database schema and specified formats.
Why this helps
A second deal related to an existing account can leave Notion records incomplete or force you to reconcile them manually.
- Keep related deal context in the existing record.
- Reduce duplicate pages for familiar accounts.
- Make current opportunity details easier to review.
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Notion to Notis once.
- 2Create an automation or tell Notis to find and update the matching Notion deal row for a new Pipedrive deal.
- 3Describe the matching guidance and information to refresh in one plain-language instruction.
- 4Choose the Pipedrive new deal trigger and a channel for run reports.
- 5Test with a deal that has an obvious matching Notion row and review the update.
Questions about this workflow
What if Notis cannot identify a matching row?
In the prompt, ask it to skip updates when the match is uncertain.
Can the automation update an existing row?
Yes. The selected Notion action updates an existing database row.
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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