Create a Datadog monitor from a new Pipedrive deal
Keep important customer deals visible in your reliability workflow from the moment they are created.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Action
Create monitor
Creates a new datadog monitor to track metrics, logs, or other data sources with configurable alerting thresholds and notifications.
Why this helps
High value deals can depend on services that are not monitored until an incident exposes the gap.
- Identify monitoring needs early
- Reduce manual handoffs between sales and engineering
- Create a consistent alerting starting point
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Datadog in Notis once.
- 2Create an automation named for new deal monitoring.
- 3Tell Notis to review each deal and create a Datadog monitor proposal for the related customer path.
- 4Pick the Pipedrive New Deal Received trigger and choose a report channel.
- 5Test it with one real deal and review the created monitor details.
Questions about this workflow
Can Notis choose monitor thresholds automatically?
Yes, you can instruct it to propose thresholds from the deal context, while noting assumptions for review.
What if the deal has no technical service details?
Notis can create a clearly labeled monitor draft request and report the missing service information.
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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