Turn customer-shaped GitHub issues into deals
A feature request can be a sales signal when it is captured at the right moment.
Trigger
Issue Added Event
Triggered when a new issue is added to the repository.
Action
Create Deal
Tool to create a new deal in pipeline crm. use after gathering all details. example: create a deal named 'big partnership' worth 50000 usd in stage 2.
Why this helps
Useful customer language gets buried among technical issues, making follow-up inconsistent and hard to prioritize.
- Separates commercial signals from the general engineering queue
- Preserves the original customer language for sales context
- Creates a follow-up record without duplicate note-taking
Setup
Build it in a few focused steps.
- 1Connect GitHub and Pipeline CRM to Notis once through the portal.
- 2Create the automation in the portal or ask Notis to build it from a plain-language request.
- 3Use this instruction: When a new GitHub issue appears that describes customer demand, create a Pipeline CRM deal with the issue context and a suggested next step.
- 4Select the New Issue Added trigger, choose a channel for run reports, and test with one representative issue.
Questions about this workflow
Can Notis ignore purely internal bugs?
Yes. Describe the customer-facing signals or labels that should qualify an issue in the instruction.
Does the issue remain in GitHub?
Yes. The workflow creates a CRM record while leaving the GitHub issue unchanged.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link GitHub to Pipeline crm. A trigger fires from one place; an action lands in another.
GitHub triggers
Pipeline crm actions
New Workflow Artifact Created
Triggers when a new workflow artifact is created in a GitHub repository. Monitors for newly created GitHub Actions workflow artifacts. Optionally filters by artifact name to restrict monitoring to specific artifacts.
Delete Company
Tool to delete a company by id in pipeline crm. use after confirming the company id is correct. example: "delete company with id 123".
Branch Changed
Triggers when a GitHub branch changes. Monitors a specific branch for: - New commits pushed (head commit SHA changes) - Protection status toggled (branch becomes protected or unprotected) - Protection settings changed, including: required status checks and their enforcement level, admin enforcement, required pull request reviews (dismiss stale reviews, code owner reviews, approving review count, last push approval), required linear history, force push allowance, deletion allowance, conversation resolution, branch locking, and fork syncing.
Delete Deal
Tool to delete a deal by id. use when you need to remove a deal from pipeline crm.
New Branch Created
Triggers when a new branch is created in a GitHub repository. Detects newly created branches. Deleted branches do not fire events.
Get Company by ID
Tool to retrieve details for a specific company by id. use after you have the company id.
Check Run Status / Conclusion Changed
Triggers when a specific GitHub check run changes its status or conclusion. Monitors a single check run for changes to: status (queued, in_progress, completed, etc.), conclusion (success, failure, neutral, cancelled, skipped, timed_out, action_required), started_at, and completed_at.
Get Deal by ID
Tool to retrieve details for a specific deal by id in pipeline crm. use after confirming the deal id.
Check Suite Status / Conclusion Changed
Triggers when a GitHub check suite changes its status or conclusion for a given ref. Monitors all check suites associated with a git reference (branch, tag, or commit SHA) for changes to status (queued, in_progress, completed, etc.) and conclusion (success, failure, neutral, cancelled, skipped, timed_out, action_required, startup_failure, stale). Optionally filters by GitHub App ID.
Get Deal Stage by ID
Tool to retrieve details for a specific stage by id in pipeline crm. use after confirming the stage id.
New Code Scanning Alert Created
Triggers when a new code scanning alert is created in a repository. Fires an event for each newly created code scanning alert detected in the configured repository. Alerts can be filtered by Git reference, scanning tool, state, and severity. The payload includes the alert number, rule details, tool information, state, severity, and the location of the most recent instance.
Get calendar task by ID
Tool to retrieve details for a specific task by id in pipeline crm. use after confirming the task id.
New Repository Collaborator Added
Triggers when a new collaborator is added to a GitHub repository. Monitors the full list of collaborators on a repository and fires an event for each newly added collaborator. The payload includes the collaborator's GitHub username, account ID, profile URL, avatar URL, permission flags (pull, triage, push, maintain, admin), and assigned role name.
List Companies
Tool to list companies in pipeline crm. use when you need to fetch multiple companies with optional filtering and pagination.
Commit Event
Triggered when a new commit is pushed to a repository.
List Leads
Tool to list leads in pipeline crm. use when you need to fetch multiple leads with optional filtering and pagination.
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When this happens · Trigger
Do this · Action
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