Introduce new Pipedrive organizations in Slack
Make new accounts visible without asking the team to patrol the CRM. Notis turns each organization record into a useful Slack introduction.
Trigger
New Organization Received Trigger
Triggered when a new organization 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 account records appear quietly in Pipedrive, leaving customer success and partnerships unaware of relevant additions.
- Makes new accounts visible across functions
- Provides useful context in a compact format
- Creates a clear moment for account review
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Slack in your Notis integrations.
- 2Ask Notis to introduce each new Pipedrive organization in the account-team Slack channel.
- 3Describe the account context and review cue you want in the message.
- 4Select New Organization Received, choose a report channel, and test by creating an organization.
Questions about this workflow
Can the alert highlight specific organization details?
Yes. Name the details you care about in the prompt and Notis will use the context available on the record.
Can I send these to a partnerships channel?
Yes. Specify any Slack channel the connected account can access.
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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