Create Slack reminders for new Pipedrive deals
Make the first follow-up hard to forget. Notis converts each new opportunity into a Slack reminder with enough context to act immediately.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Action
Create a reminder
Creates a slack reminder with specified text and time; time accepts unix timestamps, seconds from now, or natural language (e.g., 'in 15 minutes', 'every thursday at 2pm').
Why this helps
The first follow-up is easy to delay when a new deal arrives during a busy or fragmented workday.
- Protects the first response window
- Moves follow-up out of working memory
- Keeps the deal name attached to the reminder
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Slack once through Notis.
- 2Create an automation by asking Notis for a follow-up reminder on every new deal.
- 3State the reminder timing and the context the owner needs in one instruction.
- 4Select the Pipedrive New Deal trigger, pick a report channel, and test with a new opportunity.
Questions about this workflow
Can I change how soon the reminder appears?
Yes. Put the desired timing, such as in 30 minutes or the next business morning, in your plain-language instruction.
Can the reminder include the deal name?
Yes. Ask Notis to include identifying Pipedrive context in the reminder text.
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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