Add the email behind a Pipedrive note to your review
See the relevant correspondence without rebuilding the search by hand.
Trigger
New Note Received Trigger
Triggered when a new note 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 CRM note may not contain the full context needed to decide what to do next.
- Bring email context into a note-driven review.
- Reduce repeated inbox searches.
- Keep conclusions grounded in retrieved messages.
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.
- 3Tell Notis how to locate relevant Gmail messages and what context to summarize from returned content.
- 4Pick the Pipedrive New Note Received trigger and choose where run reports should go.
- 5Test with one real note and verify the summary against the fetched messages.
Questions about this workflow
What if the note does not include enough to search?
Tell Notis to report that it could not find a reliable match and avoid guessing.
Will the workflow make a decision for me?
It can summarize retrieved context, but you decide what action to take. Ask it to separate message facts from interpretation.
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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