Get a quick routing decision for new organizations
Ask the people closest to the work to choose the next route with a quick tap in WhatsApp.
Trigger
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Action
Send interactive buttons
Send an interactive button message to a whatsapp number. button messages allow users to quickly respond by tapping up to 3 predefined buttons. perfect for yes/no questions, quick choices, or call-to-action scenarios. note: the message will be delivered to the recipient only if they have texted first.
Why this helps
New accounts can wait while the team works out who should take the next step.
- Put a routing question in the team's conversation.
- Offer up to three specific choices.
- Make ownership decisions easier to respond to.
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and WhatsApp once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to ask the team a routing question with up to three options when a new organization is created.
- 4Choose the Pipedrive New Organization trigger and report destination, then test with one real organization.
Questions about this workflow
Can the action assign the organization in Pipedrive?
No. This workflow sends a WhatsApp button message. The listed WhatsApp actions do not update Pipedrive assignments.
When can WhatsApp deliver the button message?
The recipient must have texted first for an interactive button message to be delivered.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Whatsapp. A trigger fires from one place; an action lands in another.
Pipedrive triggers
Whatsapp actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create message template
Create a new message template for the whatsapp business account. templates must be approved by whatsapp before they can be used. templates are required for marketing messages and messages sent outside the 24-hour window.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete message template
Delete a message template from the whatsapp business account. this permanently removes the template and it cannot be recovered. only delete templates that are no longer needed.
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Get business profile
Get the business profile information for a whatsapp business phone number. this includes business details like description, address, website, and contact info.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Get media
Get information about uploaded media including a temporary download url. the download url is valid for 5 minutes and can be used to retrieve the actual media file. this is useful for downloading media that was sent to your whatsapp number.
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Get media info
Get metadata about uploaded media without generating a download url. this is useful for checking file size, type, and hash without downloading the file. use get media if you need the actual download url.
Get message templates
Get all message templates for the whatsapp business account. templates are required for sending messages outside the 24-hour window and for marketing/utility messages.
Get phone number
Get details of a specific phone number associated with a whatsapp business account.
Get phone numbers
Get all phone numbers associated with a whatsapp business account (waba).
Connect any two apps with Notis in the middle.
Pipedrive and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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