Keep important customer decisions easy to find
Give teams a durable record of decisions by turning clearly stated outcomes in Pipedrive notes into Salesforce context.
Trigger
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Action
Create note
Creates a new note attached to a salesforce record with the specified title and content.
Why this helps
Decisions can be hard to recover when they are mixed into long notes or kept in a different CRM.
- Make explicit decisions easier to retrieve in Salesforce.
- Keep the stated outcome and surrounding context together.
- Separate confirmed decisions from discussion or speculation.
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Salesforce once in the Notis portal.
- 2Create an automation in Automations by choosing New Automation and giving it a name and prompt.
- 3Tell Notis to create a Salesforce note when a new Pipedrive note explicitly records a decision, preserving the outcome and relevant available context.
- 4Choose the new note trigger and select where run reports should go.
- 5Test with one note that states a clear decision and review the created note.
Questions about this workflow
Will it treat every suggestion as a decision?
Ask Notis to record only outcomes stated as decisions and leave tentative discussion out of the decision note.
Can it include who made the decision?
It can include the person only when that information is available in the note or its context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Salesforce. A trigger fires from one place; an action lands in another.
Pipedrive triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Pipedrive and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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