Share Pipedrive deal documents in Slack
Keep the latest proposal, brief, or customer document close to the conversation. Notis can recognize a usable external link in a new note and add it to Slack for discovery.
Trigger
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Action
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.
Why this helps
Deal documents linked in CRM notes are hard for collaborators to find when their daily work happens in Slack.
- Makes external deal resources searchable in Slack
- Reduces repeated requests for document links
- Keeps source documents external while improving discovery
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Slack to Notis and confirm Slack can add remote files.
- 2Ask Notis to add supported external document links from new Pipedrive notes to the relevant Slack destination.
- 3Describe which link types count and how the remote file should be named.
- 4Select the New Note trigger, choose a run-report channel, and test with an accessible document URL.
Questions about this workflow
Does Slack copy the original document?
No. The Slack action adds a reference to the external file using its accessible URL.
What happens if a note has no usable link?
Your prompt can tell Notis to skip the Slack action and report that no accessible document was found.
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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