Create Slack reminders after Pipedrive deal demos
Carry demo momentum into the next touchpoint. Notis receives the completion signal, checks the related Pipedrive deal, and schedules a useful Slack reminder.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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
The follow-up promised at the end of a demo can be delayed when the meeting tool and CRM live in separate routines.
- Turns demo completion into a timed next step
- Keeps the reminder tied to the correct opportunity
- Reduces manual post-demo administration
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Slack to Notis.
- 2Create a webhook automation for your demo platform's completion signal.
- 3Describe how Notis should find the Pipedrive deal and phrase the follow-up reminder.
- 4Send a test completion request and confirm the reminder through your chosen report channel.
Questions about this workflow
Can the reminder wait until the next morning?
Yes. Put the desired delay or business-time rule in the plain-language instruction.
What if Notis cannot find the deal?
Ask Notis to report the unmatched request without creating a misleading reminder.
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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