Keep a noted follow-up from slipping through
Turn a recorded reminder into a consistent WhatsApp template message, with the recipient and approved template specified up front.
Trigger
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Action
Send template message
Send a template message to a whatsapp number.
Why this helps
A reminder written down in the CRM can still be missed when follow-up requires another manual step.
- Use a note as the starting point for a reminder.
- Send with an approved template when required.
- Keep the reminder wording consistent.
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 which approved template and recipient to use when a new note records a reminder.
- 4Choose the Pipedrive New Note trigger and report destination, then test with one real reminder note.
Questions about this workflow
Can this send outside WhatsApp's 24-hour window?
Template messages are required for messages sent outside the 24-hour window, and the template must be approved.
How should the note identify a reminder?
Describe the wording or indicator Notis should look for in your prompt. The trigger itself is the new-note event and does not add filters.
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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