Save referred decision makers as contacts
Notis identifies warm introductions in Gmail and creates the introduced person in Pipedrive with the contact details supplied in the thread.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Action
Add a person
Add a new contact in pipedrive with optional custom fields unique to each account found using the `personfields` endpoint. the endpoint also handles `data.marketing status` for campaigns product users.
Why this helps
Warm introductions lose momentum when the new contact remains only inside a long email thread.
- Preserves valuable introductions in a searchable contact record
- Reduces the effort required to begin thoughtful outreach
- Keeps referral details available beyond the original thread
Setup
Build it in a few focused steps.
- 1Connect Gmail and Pipedrive through the Notis portal.
- 2Create an automation with a plain-language request to save the introduced person when a trusted referral email includes usable contact details.
- 3Pick the new Gmail message trigger and a preferred reporting channel.
- 4Test with a sample introduction email and verify the person in Pipedrive.
Questions about this workflow
Can Notis distinguish an introduction from an ordinary CC?
Yes. Explain the language or context that signals a genuine referral in your instruction.
What if the email does not contain enough contact information?
Ask Notis to act only when the message provides the minimum details you consider usable.
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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