Prepare a timely follow-up when a new deal arrives
Keep a promising deal moving with a draft that is ready when you are.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Action
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.
Why this helps
Writing a relevant follow-up from scratch after logging a deal adds another task and makes timely replies easier to miss.
- Start follow-up sooner without switching between deal notes and a blank email.
- Review and personalize the draft before sending.
- Keep deal context close to the message.
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 the follow-up draft you want Notis to create for each new deal in one instruction.
- 4Pick the Pipedrive New Deal Received trigger and choose where run reports should go.
- 5Test with one real deal and review the Gmail draft.
Questions about this workflow
Does this send the email automatically?
No. This workflow creates a Gmail draft for you to review and send.
Can the draft use deal details?
Yes. Tell Notis which available deal details to use in your instruction. If a detail is not included in the event data, provide it in the instruction or treat it as missing.
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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