Email new Pipedrive deal contacts automatically
A new deal should start a conversation, not create another follow-up task.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Action
Send Email
Send an email using agentmail api
Why this helps
New deals can sit untouched while you switch between your CRM and inbox.
- Start follow-up immediately
- Keep outreach consistent
- Reduce CRM to inbox switching
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Agent mail once in Notis.
- 2Create an automation named New deal introduction.
- 3Tell Notis to draft and send a concise personalized introduction using the new deal details.
- 4Pick the Pipedrive New Deal Received trigger.
- 5Choose a report channel, then test with one real deal.
Questions about this workflow
Can I control the tone of the email?
Yes. Describe the tone, length, call to action, and any wording to avoid in the automation instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Agent mail. A trigger fires from one place; an action lands in another.
Pipedrive triggers
Agent mail actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Message
Get a specific message from an agentmail inbox
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List Messages
List messages from an agentmail inbox
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Send Email
Send an email using agentmail api
New Note Received Trigger
Triggered when a new note is created in Pipedrive
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Connect any two apps with Notis in the middle.
Pipedrive and Agent mail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Agent mail.