Connect Gmail to Pipedrive

When something happens in Gmail, Notis takes the next step in Pipedrive. Describe what you want in plain English, or start from one of the examples below.

When this happens · Trigger

Do this · Action

Build an automation Browse examples

Examples

Ways Notis can move work from Gmail to Pipedrive

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Capture qualified sales inquiries as Pipedrive leads

Turn genuine buying inquiries in Gmail into Pipedrive leads before they disappear beneath the rest of the inbox.

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Open Pipedrive deals for confirmed demo requests

Create a deal when a prospect emails a concrete request for a demo, consultation, or sales call.

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Schedule follow-ups for unanswered pricing questions

Add a Pipedrive activity when a prospect sends a pricing question that deserves a timely, thoughtful reply.

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Save referred decision makers as Pipedrive contacts

Create a person in Pipedrive when a trusted introduction email names a new decision maker worth contacting.

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Create organizations for credible company inquiries

Add a Pipedrive organization when a previously unknown company sends a credible partnership or sales inquiry.

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Set the next check-in after sending a proposal

Add a Pipedrive follow-up activity when Gmail shows that a proposal or quote has been sent to a prospect.

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Add newly introduced stakeholders to active deals

Add a participant to the relevant Pipedrive deal when an email introduces a new buyer, approver, or advisor.

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Attach signed documents to the matching deal

Save a signed agreement or approval attachment from Gmail on the relevant Pipedrive deal.

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Record confirmed recurring service agreements

Add a recurring subscription in Pipedrive when a client confirms an ongoing service and billing cadence by email.

Supported Triggers and Actions

Notis builds workflows that link Gmail to Pipedrive. A trigger fires from one place; an action lands in another.

Gmail triggers

Pipedrive actions

Email Sent

Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.

TriggerPolling

Add a call log

Adds a new call log.

ActionInstant

New Gmail Message Received Trigger

Triggers when a new message is received in Gmail.

TriggerPolling

Add a channel

New messaging channel added; registration limited to admins. utilizes getconversations endpoint for data retrieval. requires messengers integration oauth scope and a prepared messaging app extension manifest.

ActionInstant

Add a comment to a note

Adds a new comment to a note.

ActionInstant

Add a deal

Add a new deal to pipedrive with any custom fields, which vary by account and are identified by long hash keys. check dealfields for existing custom fields. for details, visit the tutorial on adding a deal.

ActionInstant

Add a follower to a deal

Adds a follower to a deal.

ActionInstant

Add a follower to an organization

Adds a follower to an organization.

ActionInstant

Add a follower to a person

Adds a follower to a person.

ActionInstant

Add a follower to a product

Adds a follower to a product.

ActionInstant

Trigger Types

Four ways to start an automation.

A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.

Integration triggers

Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.

New Notion pageStripe chargeCalendar event

Webhook triggers

A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.

Any HTTP POSTCustom backendIoT event

Works with

ZapierPipedream

Most used

Recurring triggers

Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.

Daily · 8:00HourlyWeekdays only

Coming soon

Database triggers

Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.

Row insertedValue > limitQuery match

Why AI automation

Classic automation breaks. AI adapts.

Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.

Classic automationAI automation

Cost

$ · pay per run

$$ · AI models per run

Reliability

Breaks on schema change

Adapts to format changes

Setup

Click 8 dropdowns

Describe it in English

Handles fuzzy

Hard-coded fields only

Reads intent, summarises

Human in loop

Bolted on

Built in · approval inbox

Maintenance

You own every break

Self-heals · we own it

Ease of use

Describe it. Notis builds it.

Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.

You · in the Notis Builder

NEW

“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”

Notis built this automation:

TriggerRow added to "Q4 OKRs"

Condition✦Status = "Blocked"

AI step✦Summarise the blocker in plain English

ActionDM the row owner with summary

Timeout✦No reply in 24h → ping you

Observability

Watch every run.

Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.