Turn explicit client requests into tasks
Notis identifies a concrete action requested by an active client and creates a focused Pipedrive task connected to the relevant work.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Action
Add a task
Adds a new task.
Why this helps
Reading a request creates a momentary intention to act, but that intention may vanish once the inbox moves on.
- Turns a request into durable work instead of a mental reminder
- Keeps the action connected to the client relationship
- Makes promised follow-through easier to review
Setup
Build it in a few focused steps.
- 1Connect Gmail and Pipedrive in the Notis portal.
- 2Tell Notis what counts as an explicit client action request and ask it to create a focused Pipedrive task.
- 3Select the new Gmail message trigger and choose a report channel.
- 4Test with a safe request email and confirm the task is clear and correctly associated.
Questions about this workflow
Can casual suggestions be ignored?
Yes. Explain that the message must contain a concrete requested action or commitment.
Can deadlines mentioned in the email be respected?
Yes. Ask Notis to use an explicit due date when one is present and to follow your fallback rule otherwise.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Pipedrive. A trigger fires from one place; an action lands in another.
Gmail triggers
Pipedrive actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add a call log
Adds a new call log.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add a channel
New messaging channel added; registration limited to admins. utilizes getconversations endpoint for data retrieval. requires messengers integration oauth scope and a prepared messaging app extension manifest.
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
Add a comment to a note
Adds a new comment to a note.
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Add a deal
Add a new deal to pipedrive with any custom fields, which vary by account and are identified by long hash keys. check dealfields for existing custom fields. for details, visit the tutorial on adding a deal.
Add a follower to a deal
Adds a follower to a deal.
Add a follower to an organization
Adds a follower to an organization.
Add a follower to a person
Adds a follower to a person.
Add a follower to a product
Adds a follower to a product.
Connect any two apps with Notis in the middle.
Gmail and Pipedrive, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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