Create leads from verified priority inbox alerts
A trusted intake service sends Notis a webhook for a verified high-intent email, and Notis creates the corresponding lead in Pipedrive.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add a lead
Pipedrive api lets you add leads linked to people or organizations and tags them with 'api' source. custom fields from deals apply to leads and appear in responses if set. details are in the tutorials for adding and updating leads.
Why this helps
A custom lead scoring or intake system may identify valuable email outside Gmail but still leave CRM creation as a manual step.
- Connects a trusted custom qualification step to the sales pipeline
- Avoids duplicate review after an inquiry has already been verified
- Provides a controlled route for specialized email intake
Setup
Build it in a few focused steps.
- 1Connect Gmail and Pipedrive to Notis in the portal.
- 2Create an automation and tell Notis how a verified priority inbox alert should become a Pipedrive lead.
- 3Choose the incoming webhook trigger, copy its endpoint into the trusted intake service, and select a channel for run reports.
- 4Send one safe test alert and confirm the expected lead appears in Pipedrive.
Questions about this workflow
Do I need a custom intake service for this workflow?
Yes. This version is for teams whose trusted service or backend can send an HTTP request after qualifying an email.
Can Notis reject incomplete webhook alerts?
Yes. Describe the minimum trusted context required before a lead should be created.
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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