Open projects after kickoff confirmation
Notis recognizes that a sold engagement is approved to start and creates the Pipedrive project with context from the confirmation email.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Action
Add a project
Adds a new project. note that you can supply additional custom fields along with the request that are not described here. these custom fields are different for each pipedrive account and can be recognized by long hashes as keys.
Why this helps
A commercial win can sit between sales and delivery when the kickoff is confirmed but no project record is opened.
- Moves confirmed work into delivery without an extra handoff
- Keeps kickoff context available from the beginning
- Reduces the gap between client approval and execution
Setup
Build it in a few focused steps.
- 1Connect Gmail and Pipedrive to Notis once.
- 2Ask Notis to create a Pipedrive project when an email explicitly confirms that a sold engagement is ready for kickoff.
- 3Choose the new Gmail message trigger and where Notis should report the result.
- 4Test with a representative kickoff confirmation and review the project in Pipedrive.
Questions about this workflow
Can early scheduling discussions be excluded?
Yes. Require clear confirmation that the engagement is sold and ready to begin.
Can the project use details from the deal and email?
Yes. Ask Notis to use the relevant opportunity and the confirmed scope or timing available in 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
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
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