Open Pipedrive deals from accepted Outlook proposals
Turn a clear yes in your inbox into an active deal without a manual handoff.
Trigger
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Action
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.
Why this helps
Proposal acceptance creates immediate next steps, but deal creation can wait while attention stays on the email thread.
- Starts pipeline work at acceptance time
- Reduces the chance of a delayed handoff
- Keeps accepted proposals visible
Setup
Build it in a few focused steps.
- 1Connect Outlook and Pipedrive in the Notis portal.
- 2Tell Notis in plain language to create a deal only for explicit proposal acceptances that are not already active deals.
- 3Select New Outlook Message and choose a run-report channel.
- 4Test with a clear acceptance message and verify the new Pipedrive deal.
Questions about this workflow
Can Notis avoid creating a duplicate deal?
Yes. Include an instruction to confirm that the opportunity is not already represented by an active Pipedrive deal.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Pipedrive. A trigger fires from one place; an action lands in another.
Outlook triggers
Pipedrive actions
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Add a call log
Adds a new call log.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
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.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
Add a comment to a note
Adds a new comment to a note.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
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.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
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 Outlook and Pipedrive. Any combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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