Get a daily Pipedrive priority digest in Slack
Begin with a short list of what deserves attention instead of scanning the whole pipeline. Notis reviews Pipedrive on schedule and posts a ranked Slack digest.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Post message to channel
Deprecated: posts a message to a slack channel, direct message, or private channel. use `send message` instead.
Why this helps
Choosing what to work on first requires a broad pipeline scan that consumes focus before selling begins.
- Creates a bounded starting point for the day
- Explains why each deal is prioritized
- Reduces repetitive pipeline scanning
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Slack to Notis.
- 2Create a scheduled automation for a ranked daily pipeline digest.
- 3Describe how Notis should judge urgency and what each digest item should include.
- 4Pick a weekday schedule and run-report channel, then test the automation against current deals.
Questions about this workflow
Can I choose the time of the digest?
Yes. Set the recurring schedule for the time and days that fit your work routine.
Can the digest be limited to my deals?
Yes. State the relevant owner or scope in your plain-language instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Slack. A trigger fires from one place; an action lands in another.
Pipedrive triggers
Slack actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Set snooze duration
Deprecated: turns on do not disturb mode for the current user, or changes its duration. use `set dnd duration` instead.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add a custom emoji to a Slack team
Deprecated: adds a custom emoji to a slack workspace given a unique name and an image url. use `add emoji` instead.
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Add an emoji alias
Adds an alias for an existing custom emoji in a slack enterprise grid organization.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Add a remote file
Adds a reference to an external file (e.g., google drive, dropbox) to slack for discovery and sharing, requiring a unique `external id` and an `external url` accessible by slack.
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Add a star to an item
Stars a channel, file, file comment, or a specific message in slack.
Add call participants
Registers new participants added to a slack call.
Add emoji
Adds a custom emoji to a slack workspace given a unique name and an image url; subject to workspace emoji limits.
Add reaction to message
Adds a specified emoji reaction to an existing message in a slack channel, identified by its timestamp; does not remove or retrieve reactions.
Connect any two apps with Notis in the middle.
Pipedrive and Slack, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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