Launch Pipedrive projects from won-customer emails
Give every confirmed customer a delivery home as soon as the handoff reaches your inbox.
Trigger
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Action
Add a project
Adds a new project. note that you can supply additional custom fields along with the request that are not described here. these custom fields are different for each pipedrive account and can be recognized by long hashes as keys.
Why this helps
A win confirmation can arrive by email while onboarding work still has no project record or visible starting point.
- Starts onboarding from a clear confirmation
- Reduces the gap between sales and delivery
- Creates a visible home for customer work
Setup
Build it in a few focused steps.
- 1Connect Outlook and Pipedrive to Notis once.
- 2Create an automation and describe which won-customer emails should start Pipedrive onboarding projects.
- 3Select New Outlook Message and choose your report channel.
- 4Send a test handoff confirmation and verify the new project.
Questions about this workflow
Can incomplete handoffs be ignored?
Yes. Include the required readiness signals in the plain-language instruction.
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
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add a call log
Adds a new call log.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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 Contact Added
Triggered when a new contact is added in the Outlook contacts.
Add a comment to a note
Adds a new comment to a note.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
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 Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
Add a follower to a deal
Adds a follower to a deal.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Add a follower to an organization
Adds a follower to an organization.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
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.
Outlook and Pipedrive, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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