Add requested products to existing deals
Notis recognizes a specific product request in Gmail, finds the matching opportunity, and adds the known Pipedrive product to that deal.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
Action
Add a product to a deal
Adds a product to a deal, creating a new item called a deal-product.
Why this helps
The requested package can change during email negotiation while the deal continues to show an outdated product mix.
- Keeps the opportunity aligned with the buyer's latest request
- Reduces manual updates during back-and-forth negotiation
- Improves the reliability of deal product context
Setup
Build it in a few focused steps.
- 1Connect Gmail and Pipedrive through Notis.
- 2Create an automation and tell Notis to add a known Pipedrive product when an incoming prospect email explicitly requests it for an existing deal.
- 3Choose the new Gmail message trigger and a channel for run updates.
- 4Test with a product request tied to a safe opportunity and verify the deal item.
Questions about this workflow
Will Notis create a new product for an unfamiliar name?
Not with this instruction. Ask it to use only products already present in Pipedrive and report unmatched requests.
Can general product questions be excluded?
Yes. Require an explicit request to include the offering in the active opportunity.
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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