Escalate important Pipedrive deals in Slack
Give leadership signal instead of noise. Notis reviews each incoming deal against your plain-language criteria and sends a compact escalation when attention is warranted.
Trigger
New Deal Received Trigger
Triggered when a new deal 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
Leaders either miss important opportunities or receive a noisy stream of routine deal notifications.
- Focuses leadership on consequential opportunities
- Explains why each deal deserves attention
- Reduces indiscriminate sales alert noise
Setup
Build it in a few focused steps.
- 1Connect your Pipedrive and Slack accounts in the Notis portal.
- 2Create an automation and state which kinds of new deals should reach leadership.
- 3Name the Slack destination and ask for a short explanation of why each deal qualifies.
- 4Select New Deal Received as the trigger, set a reporting channel, and test with a representative deal.
Questions about this workflow
How does Notis know a deal is high priority?
Your prompt describes the criteria in plain language, such as value, owner, market, or other context available on the deal.
Will every deal create an alert?
No. You can instruct Notis to post only when the new deal meets your stated criteria.
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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