Keep note-driven follow-up visible in Gmail
Make a conversation that needs action easier to spot when a new note lands.
Trigger
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Action
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).
Why this helps
A note can record an important concern without creating a visible reminder in the inbox.
- Create an inbox cue from a newly recorded note.
- Find conversations needing attention without rereading every note.
- Avoid sending an email before you are ready.
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 Notis should identify the related message and apply your existing review label.
- 4Pick the Pipedrive New Note Received trigger and choose where run reports should go.
- 5Test with one real note and verify the labeled conversation.
Questions about this workflow
Can the workflow label an entire thread?
The listed action modifies labels on a message. If you need every message in a thread labeled, use the thread label action instead.
What if the note has no matching email?
Ask Notis to report the missing match and leave Gmail unchanged.
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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