Keep relationship touchpoints from slipping
A recurring review can help you remember which relationships need attention without keeping every contact in your head.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Insert row database
Creates a new page (row) in a specified notion database.
Why this helps
Important company relationships can go quiet when follow-up depends on remembering who has not heard from you recently.
- Create a recurring moment to review company relationships.
- Keep possible check-ins visible in Notion.
- Spend less effort remembering who may need a follow-up.
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Notion to Notis once.
- 2Create a monthly scheduled automation or ask Notis for a recurring organization touchpoint review.
- 3Describe what counts as a potential touchpoint and ask for a concise Notion list in one plain-language instruction.
- 4Choose the monthly schedule and a channel for run reports.
- 5Test one run and confirm the list gives useful leads for your review.
Questions about this workflow
Will Notis send the check-ins?
This workflow creates a Notion review list; it does not send messages.
Can I set a different interval?
Yes. Pick the recurring schedule that works for your review habit.
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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