Open deals from confirmed demo requests
Notis spots messages that clearly request a demo or consultation and opens the corresponding opportunity in Pipedrive for active follow-through.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Action
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.
Why this helps
A prospect can ask for a demo in email while the pipeline still shows no opportunity to pursue.
- Makes high-intent requests visible in the pipeline immediately
- Keeps the original request close to the opportunity
- Removes a repetitive handoff between inbox and CRM
Setup
Build it in a few focused steps.
- 1Connect Gmail and Pipedrive in the Notis portal.
- 2Ask Notis to create a Pipedrive deal whenever an incoming email contains a confirmed demo or consultation request.
- 3Choose the new Gmail message trigger and a channel for run updates.
- 4Test with a sample demo request and review the new deal in Pipedrive.
Questions about this workflow
Will a vague marketing reply create a deal?
It does not have to. State that the sender must make a concrete demo, consultation, or buying request.
Can the email subject be used in the deal name?
Yes. Include that preference in the plain-language instruction and Notis can use the available message context.
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
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 call log
Adds a new call log.
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
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.
Add a comment to a note
Adds a new comment to a note.
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.
Not just Gmail and Pipedrive. Any combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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