Text a clear brief for every new deal
Turn each new deal into a short, actionable text before it gets buried.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Action
Send SMS Messages
Tool to send one or more SMS messages via ClickSend. Use when you need to send SMS messages to recipients. Supports up to 1000 messages per API call and provides detailed status for each message.
Why this helps
New opportunities can sit untouched while you switch between CRM views and message apps.
- Faster response to fresh opportunities
- One clear next step in the founders inbox
- Less CRM tab switching
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and ClickSend in Notis once.
- 2Create an automation named New deal brief.
- 3Tell Notis to summarize each new deal and text the assigned founder with the key facts and next action.
- 4Pick Pipedrive New Deal Received Trigger as the trigger.
- 5Choose a report channel, then test it with one real deal.
Questions about this workflow
Can the text include the deal value and owner?
Yes, if those details are present in the Pipedrive event data.
What if the deal has no phone number?
Provide a founder or team phone number for ClickSend, or ask Notis to report the missing destination.
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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Tool to send an account activation token for verification. Use when you need to verify a new user account via SMS or other verification method.
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
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New Organization 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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business ClickSend.