Turn new Pipedrive deals into Dailybot alerts
Give every new deal a visible next step without checking another dashboard.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Action
Send Message
This tool allows sending a message through dailybot to either specific users or channels/rooms. the message can include markdown formatting.
Why this helps
New opportunities can sit unnoticed while founders switch between sales and team chat.
- Reduce response time
- Keep sales activity visible
- Avoid manual copy and paste
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Dailybot in Notis once.
- 2Create an automation and describe the alert outcome in one instruction.
- 3Pick the Pipedrive New Deal Received trigger.
- 4Choose the Dailybot channel for run reports and messages.
- 5Test with one real new deal.
Questions about this workflow
What starts this automation?
A newly created deal in Pipedrive starts it.
Where is the alert sent?
Dailybot sends it to the users or channel described in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Dailybot. A trigger fires from one place; an action lands in another.
Pipedrive triggers
Dailybot actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Find User by UUID
This tool allows you to find and retrieve information about a specific user in dailybot. it uses the provided user uuid to lookup the user and returns detailed information including the user's uuid, full name, image, username, occupation, birth date, chat platform data, and organization details.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Find Workflow by Name
This tool allows users to find a specific workflow within dailybot by providing the workflow name. it returns detailed information including the workflow id, workflow name, workflow status, workflow type, created at, and updated at. it is especially useful to locate a workflow before running or modifying it.
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Get All Users
This tool retrieves a list of all users within the organization from dailybot. it doesn't require any input parameters other than authentication. the returned json contains user details including uuid, active status, full name, and organizational data.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Get Workflows List
This tool retrieves a list of all workflows that the authenticated user has access to in dailybot. it can be executed independently with only the authentication required, and it supports optional pagination parameters (page, per page) to refine the response.
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Give Kudos to Users
This tool allows giving kudos to one or multiple users in dailybot. kudos can be given either on behalf of dailybot or the api key owner.
Send Message
This tool allows sending a message through dailybot to either specific users or channels/rooms. the message can include markdown formatting.
Connect any two apps with Notis in the middle.
Pipedrive and Dailybot, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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