Add introduced stakeholders to active deals
Notis spots a new stakeholder introduction in Gmail, finds the relevant opportunity, and adds that person as a deal participant in Pipedrive.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Action
Add a participant to a deal
Adds a participant to a deal.
Why this helps
New stakeholders join a buying conversation by email, while the deal record continues to show an incomplete decision group.
- Keeps the buying group visible on the opportunity
- Preserves role context from the introduction
- Reduces the chance of leaving an approver out of later outreach
Setup
Build it in a few focused steps.
- 1Connect Gmail and Pipedrive to Notis.
- 2Describe an automation that adds a newly introduced buyer, approver, or advisor to the matching active deal.
- 3Pick the new Gmail message trigger and choose the channel for run updates.
- 4Test with an introduction on a known opportunity and review its participants.
Questions about this workflow
How does Notis know which deal is relevant?
Your instruction can ask Notis to use the company, participants, subject, and thread context to find the matching active opportunity.
Can it skip people who are already participants?
Yes. Include an existing-participant check in the plain-language instruction.
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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