Set the next check-in after a proposal
Notis detects sent proposal and quote emails, then schedules the appropriate follow-up in Pipedrive before attention shifts elsewhere.
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 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
Sending the proposal feels like completion, but the follow-up date is often the step that determines whether the deal progresses.
- Makes the next action part of sending the proposal
- Prevents quiet opportunities from vanishing after delivery
- Keeps follow-up timing consistent without extra data entry
Setup
Build it in a few focused steps.
- 1Connect Gmail and Pipedrive in the Notis portal.
- 2Ask Notis to schedule a Pipedrive follow-up whenever you send an email containing a proposal or quote.
- 3Select the Gmail email sent trigger and choose a channel for run reports.
- 4Send a test proposal email and verify the new activity in Pipedrive.
Questions about this workflow
Can different proposals have different follow-up timing?
Yes. Describe the timing rules in the instruction, including any clues Notis should use from the email.
Can internal sent email be ignored?
Yes. Tell Notis to act only on messages sent to prospects or clients outside your organization.
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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