Surface unanswered buyer emails every morning
On each business morning, Notis reviews recent Gmail conversations and creates a Pipedrive activity for credible buyer messages that remain unanswered.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Add an activity
New activity added. response includes `more activities scheduled in context` to show if more are planned with the same entity. see tutorial on adding activities [here](https://pipedrive.readme.io/docs/adding-an-activity).
Why this helps
The inbox may look processed even when an important buyer is still waiting inside an older thread.
- Provides a calm daily safety net for missed replies
- Focuses attention on buyer conversations rather than inbox volume
- Creates actionable follow-up records in the sales workspace
Setup
Build it in a few focused steps.
- 1Connect Gmail and Pipedrive to Notis.
- 2Create an automation and ask Notis to review recent buyer threads, identify serious unanswered messages, and add a Pipedrive follow-up activity.
- 3Choose a weekday morning schedule and the channel for the run summary.
- 4Test the review against a small recent window and inspect the activities it creates.
Questions about this workflow
Can I limit how far back the review searches?
Yes. State a clear window, such as the previous three business days, in your instruction.
Can completed conversations be skipped?
Yes. Ask Notis to act only when the latest meaningful buyer message still requires your response.
When this happens · Trigger
Do this · Action
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
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add a call log
Adds a new call log.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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.
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.
Add a comment to a note
Adds a new comment to a note.
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
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.
Add a follower to a deal
Adds a follower to a deal.
Add a follower to an organization
Adds a follower to an organization.
Add a follower to a person
Adds a follower to a person.
Add a follower to a product
Adds a follower to a product.
Connect any two apps with Notis in the middle.
Gmail and Pipedrive, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Pipedrive.