Attach signed documents to the matching deal
Notis recognizes a returned signed document in Gmail, locates the corresponding opportunity, and adds the file to its Pipedrive record.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Action
Add file
Upload and link files to deals, people, organizations, activities, products, or leads in pipedrive. see the "adding a file" tutorial for details.
Why this helps
The final signed version can remain buried in an email thread while the CRM holds an incomplete record of the agreement.
- Keeps the authoritative document with the opportunity
- Saves time searching old email threads during handoff
- Makes deal records more useful to the whole team
Setup
Build it in a few focused steps.
- 1Connect Gmail and Pipedrive to Notis in the portal.
- 2Ask Notis to attach signed agreements received by email to the matching Pipedrive deal.
- 3Choose the new Gmail message trigger and a reporting channel.
- 4Test with a safe sample file and confirm it appears on the intended deal.
Questions about this workflow
Can the automation limit which attachments are saved?
Yes. Describe accepted document types, phrases, senders, or other evidence that indicates a final signed document.
What happens if no matching deal is found?
Ask Notis to report the exception in your chosen channel instead of attaching the file elsewhere.
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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