Turn Pipedrive notes into Slack follow-ups
A useful note should lead to action. Notis condenses new Pipedrive notes into Slack updates that highlight what changed and what should happen next.
Trigger
New Note Received Trigger
Triggered when a new note 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
Important customer details get logged in Pipedrive but never reach the teammates who need to respond.
- Turns passive notes into visible next steps
- Shares customer context without copying text manually
- Reduces repeated CRM timeline checks
Setup
Build it in a few focused steps.
- 1Connect your Pipedrive and Slack integrations in Notis.
- 2Tell Notis to summarize each new note and identify the follow-up in your chosen Slack channel.
- 3Describe the tone and level of detail you want in the prompt.
- 4Pick New Note Received as the trigger, set the run-report channel, and test with a real note.
Questions about this workflow
Can Notis keep the Slack update concise?
Yes. Ask for a short summary with only the decision, owner, and next action you care about.
Will the original note remain in Pipedrive?
Yes. This workflow reads the new-note event and posts a Slack update; it does not remove the source note.
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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