Keep every new Pipedrive deal visible in Airtable
A new opportunity should not disappear into another tab. Add it to your Airtable pipeline as soon as it is created.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Action
Create a record
Creates a new record in a specified airtable table; field values must conform to the table's column types.
Why this helps
New deals can be easy to miss when pipeline reviews happen across separate tools and busy days.
- Keep a searchable record of newly created opportunities
- Reduce manual copying between sales tools
- Make new pipeline activity easier to review
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Airtable once in the Notis portal.
- 2Create an automation by telling Notis the outcome in plain language, or use Automations, New Automation in the portal.
- 3In one instruction, ask Notis to add each new Pipedrive deal to the chosen Airtable table with the useful deal details.
- 4Pick the Pipedrive new deal trigger and choose where run reports should go.
- 5Test with one real deal and confirm the Airtable record looks right.
Questions about this workflow
When does this run?
It runs when a new deal is created in Pipedrive.
Can I choose which deal details to include?
Yes. Describe the details you want Notis to include in your instruction, and make sure the Airtable table has suitable fields.
Does this create a new Airtable record?
Yes. It uses Airtable's Create a record action for the table you specify.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Airtable. A trigger fires from one place; an action lands in another.
Pipedrive triggers
Airtable actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create base
Creates a new airtable base with specified tables and fields within a workspace; ensure field options are valid for their type.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Comment
Creates a new comment on a specific record within an airtable base and table.
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Create Field
Creates a new field within a specified table in an airtable base.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Create multiple records
Creates multiple new records in a specified airtable table.
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Create a record
Creates a new record in a specified airtable table; field values must conform to the table's column types.
Create table
Creates a new table within a specified existing airtable base, allowing definition of its name, description, and field structure.
Delete Comment
Deletes an existing comment from a specified record in an airtable table.
Delete multiple records
Deletes up to 10 specified records from a table within an airtable base.
Connect any two apps with Notis in the middle.
Pipedrive and Airtable, 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 Airtable.