Create a Datadog dashboard for a new deal
Give customer critical work one shared view for performance, errors, and business impact.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Action
Create Dashboard
Create a dashboard in datadog. dashboards provide customizable visualizations for monitoring your infrastructure, applications, and business metrics in a unified view.
Why this helps
Teams assemble one off views manually when a strategic deal needs focused operational visibility.
- Create shared visibility quickly
- Align technical and business signals
- Reduce repeated dashboard work
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Datadog in Notis once.
- 2Create an automation for deal dashboard creation.
- 3Tell Notis to create a dashboard using the deal's services, metrics, and business questions, and report assumptions.
- 4Pick the New Deal Received trigger and choose where reports go.
- 5Test with one deal that names the relevant services or metrics.
Questions about this workflow
Can the dashboard include business metrics?
Yes, provide the business metrics or ask Notis to include those supplied in the deal context.
What if widget details are incomplete?
Notis can create a useful starting dashboard when possible and report any assumptions.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Datadog. A trigger fires from one place; an action lands in another.
Pipedrive triggers
Datadog actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Dashboard
Create a dashboard in datadog. dashboards provide customizable visualizations for monitoring your infrastructure, applications, and business metrics in a unified view.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create downtime
Creates a new downtime in datadog to suppress alerts during maintenance windows or planned outages. useful for preventing false alarms during deployments or maintenance.
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Create event
Creates a new event in datadog. events are useful for tracking deployments, outages, configuration changes, and other important occurrences.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Create monitor
Creates a new datadog monitor to track metrics, logs, or other data sources with configurable alerting thresholds and notifications.
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Create SLO
Create a service level objective (slo) in datadog. slos help you define and track reliability targets for your services, enabling data-driven decisions about service quality and reliability investments.
Create Synthetic API Test
Create a synthetic api test in datadog. creates a new synthetic api test that continuously monitors api endpoints from multiple locations worldwide. useful for proactive monitoring of api uptime, performance, and functionality.
Create Webhook
Create a webhook in datadog. webhooks enable you to receive notifications from datadog monitors and alerts to external services and applications.
Delete Dashboard
Delete a dashboard in datadog. permanently removes a dashboard from your organization. this action cannot be undone. use with caution.
Connect any two apps with Notis in the middle.
Pipedrive and Datadog, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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