Save summaries of important negotiation replies
Notis recognizes a material negotiation response in sent Gmail and records the core position, concession, and next step on the matching Pipedrive deal.
Trigger
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.
Action
Add a note
Add a note to a deal, person, organization, lead, or project in pipedrive. at least one of deal id, person id, org id, lead id, or project id must be provided.
Why this helps
The current commercial position can become hard to reconstruct after several rounds of detailed email negotiation.
- Preserves the latest commercial position outside the inbox
- Makes negotiation context easier to review before the next response
- Creates a useful handoff record for collaborators
Setup
Build it in a few focused steps.
- 1Connect Gmail and Pipedrive to Notis.
- 2Ask Notis to summarize material negotiation emails you send and add the summary as a note on the matching deal.
- 3Select the Gmail email sent trigger and choose a reporting channel.
- 4Send a safe test negotiation reply and inspect the note in Pipedrive.
Questions about this workflow
Can routine scheduling replies be excluded?
Yes. State that the email must change or confirm price, scope, terms, boundaries, or a material next step.
Can the note retain open questions?
Yes. Ask Notis to include unresolved points alongside confirmed decisions.
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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