Send actionable Pipedrive deal briefs to Slack
Keep new opportunities visible without another dashboard check. Notis turns each Pipedrive deal into a compact Slack brief that tells the team what matters now.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
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
New deals can sit unnoticed while the team switches between Pipedrive and Slack to reconstruct the context.
- Surfaces new revenue opportunities immediately
- Keeps essential deal context in one message
- Makes ownership and the next step obvious
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Slack to Notis once.
- 2Ask Notis to create a new-deal brief automation for your sales channel.
- 3Describe the deal details and next-step guidance you want included in plain language.
- 4Pick the Pipedrive New Deal trigger, select a run-report channel, and test with one real deal.
Questions about this workflow
Can the brief mention the deal owner?
Yes. Tell Notis in the prompt to include the owner and any other useful context available on the Pipedrive deal.
Can alerts go to a private sales channel?
Yes, as long as the connected Slack account can post in that channel.
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
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Set snooze duration
Deprecated: turns on do not disturb mode for the current user, or changes its duration. use `set dnd duration` instead.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
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 Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Add an emoji alias
Adds an alias for an existing custom emoji in a slack enterprise grid organization.
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.
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.
Not just Pipedrive and Slack. Any combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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