Turn approved deal cohorts into SMS campaigns
Move from a qualified deal signal to coordinated outreach with one instruction.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Action
Create and Send SMS Campaign
Tool to create and send an SMS campaign to a contact list. Use when you need to send bulk SMS messages to up to 20,000 recipients per call. Marketing messages must include opt-out mechanism.
Why this helps
Bulk follow-up stalls when campaign setup and CRM context live in separate tools.
- Launch approved outreach faster
- Keep campaign context tied to the deal
- Reduce repetitive campaign setup
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and ClickSend in Notis once.
- 2Create an automation named Deal bulk follow-up campaign.
- 3Tell Notis to create and send a ClickSend SMS campaign only for deals marked for approved outreach, including an opt-out instruction.
- 4Pick New Deal Received Trigger as the trigger.
- 5Choose a report channel and test with one approved deal cohort.
Questions about this workflow
Does this support opt-out language?
Yes. Require the opt-out mechanism in the instruction for marketing messages.
Can it skip unapproved deals?
Yes. Tell Notis to stop and report when the approval condition is absent.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to ClickSend. A trigger fires from one place; an action lands in another.
Pipedrive triggers
ClickSend actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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New Deal Received Trigger
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Connect any two apps with Notis in the middle.
Pipedrive and ClickSend, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business ClickSend.