Keep new deals visible in Notion
A new deal should not create another place to remember to check. Let Notis give it a clear home in Notion as soon as it arrives.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Action
Insert row database
Creates a new page (row) in a specified notion database.
Why this helps
New opportunities can disappear from view when deal details are scattered across tools and founders have to remember to copy them over.
- Keep deal context alongside planning work in Notion.
- See a concise summary and suggested next step without reopening Pipedrive.
- Reduce duplicate entry when a new opportunity arrives.
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Notion to Notis once in the portal.
- 2Create an automation in the portal or tell Notis conversationally that each new deal should get a Notion database entry.
- 3Describe the desired deal summary and next-step guidance in one plain-language instruction.
- 4Choose the new Pipedrive deal trigger and a channel for run reports.
- 5Test with one real new deal and review the Notion entry.
Questions about this workflow
Does this run whenever a deal is created?
Yes. Select the Pipedrive new deal trigger when creating the automation.
Do I need to map deal fields?
No. Describe the information you want included in the automation prompt, and Notis interprets it.
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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