Create Slack research reminders for new accounts
Make account research a scheduled action instead of an intention. Notis creates a Slack reminder whenever a new organization needs preparation.
Trigger
New Organization Received Trigger
Triggered when a new organization 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
A new organization is captured in the CRM, but background research remains an untracked mental note.
- Turns account research into a timed commitment
- Keeps the organization name in the reminder
- Prevents preparation work from becoming invisible
Setup
Build it in a few focused steps.
- 1Connect your Pipedrive and Slack accounts to Notis.
- 2Ask Notis to create a research reminder for each new organization.
- 3State the timing, research focus, and reminder wording in plain language.
- 4Select New Organization Received, pick a run-report channel, and test with a new account.
Questions about this workflow
Can research reminders wait until the next business day?
Yes. Describe that timing directly in the automation prompt.
Can I limit this to certain organizations?
Yes. Include the qualifying characteristics in your instruction so Notis can decide when a reminder is useful.
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
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Set snooze duration
Deprecated: turns on do not disturb mode for the current user, or changes its duration. use `set dnd duration` instead.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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 Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Add an emoji alias
Adds an alias for an existing custom emoji in a slack enterprise grid organization.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
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.
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
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.
Pipedrive and Slack, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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