Start company research with an organized outline
Keep the basics and your open questions together so learning about a new company has a clear starting point.
Trigger
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Action
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.
Why this helps
Company research can sprawl across tabs when there is no consistent place for facts, questions, and next checks.
- Give research a repeatable, easy-to-scan shape.
- Keep known context distinct from items still to verify.
- Make preparation feel more manageable.
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Notion to Notis once.
- 2Create an automation or ask Notis to add a research outline for each new Pipedrive organization.
- 3Describe the outline sections and ask it to distinguish known details from questions in one plain-language prompt.
- 4Choose the Pipedrive new organization trigger and a channel for run reports.
- 5Test with a real organization and check the outline for clarity.
Questions about this workflow
Will it invent company facts?
Ask Notis to include only available details and label anything that needs verification as a question.
Can I keep the outline short?
Yes. State that you want a compact research starting point.
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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