Review email context as a deal enters your pipeline
Bring key correspondence into the deal review while the opportunity is fresh.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Action
Fetch emails
Fetches a list of email messages from a gmail account, supporting filtering, pagination, and optional full content retrieval.
Why this helps
A new deal may rely on details in email that are not visible in its CRM record.
- Review message context alongside a new deal.
- Reduce time spent searching and opening emails manually.
- Focus attention on correspondence relevant to the deal.
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Gmail once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Describe how to search for related messages and summarize only returned email content.
- 4Pick the Pipedrive New Deal Received trigger and choose where run reports should go.
- 5Test with one real deal and check the fetched messages and summary.
Questions about this workflow
Can it summarize email that was not returned by Gmail?
No. Tell Notis to use only the content returned by Gmail and clearly mark when no relevant messages are found.
Can it read every message in the account?
The instruction should narrow the Gmail search to messages relevant to the deal. This workflow is intended for focused context review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Gmail. A trigger fires from one place; an action lands in another.
Pipedrive triggers
Gmail actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Modify email labels
Adds and/or removes specified gmail labels for a message; ensure `message id` and all `label ids` are valid (use 'listlabels' for custom label ids).
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create email draft
Creates a gmail email draft, supporting to/cc/bcc, subject, plain/html body (ensure `is html=true` for html), attachments, and threading.
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Create label
Creates a new label with a unique name in the specified user's gmail account.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Delete Draft
Permanently deletes a specific gmail draft using its id; ensure the draft exists and the user has necessary permissions for the given `user id`.
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Delete message
Permanently deletes a specific email message by its id from a gmail mailbox; for `user id`, use 'me' for the authenticated user or an email address to which the authenticated user has delegated access.
Fetch emails
Fetches a list of email messages from a gmail account, supporting filtering, pagination, and optional full content retrieval.
Fetch message by message ID
Fetches a specific email message by its id, provided the `message id` exists and is accessible to the authenticated `user id`.
Fetch Message by Thread ID
Retrieves messages from a gmail thread using its `thread id`, where the thread must be accessible by the specified `user id`.
Connect any two apps with Notis in the middle.
Pipedrive and Gmail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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