Schedule follow-ups for pricing questions
Notis recognizes serious pricing questions in Gmail and adds a Pipedrive activity so the reply remains visible among competing priorities.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
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
A pricing question may require research, making it easy to postpone the response and then forget it.
- Turns a deferred reply into a concrete commitment
- Protects revenue conversations from inbox churn
- Creates a clear place to resume after gathering an answer
Setup
Build it in a few focused steps.
- 1Connect your Gmail and Pipedrive accounts to Notis.
- 2Tell Notis in plain language to add a follow-up activity for incoming prospect emails that ask a substantive pricing question.
- 3Select the new Gmail message trigger and the channel for completion reports.
- 4Test with a realistic pricing question and check the scheduled activity.
Questions about this workflow
Can I define how soon the follow-up should happen?
Yes. Put the desired timing, such as the next business day, directly in your instruction.
Can routine billing support questions be excluded?
Yes. Describe the difference between a sales pricing question and an existing customer's billing request.
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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