Revisit valuable outreach with no reply
Notis reviews recent sent Gmail conversations on a weekly schedule and creates Pipedrive activities for worthwhile outreach that has gone quiet.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Add an activity
New activity added. response includes `more activities scheduled in context` to show if more are planned with the same entity. see tutorial on adding activities [here](https://pipedrive.readme.io/docs/adding-an-activity).
Why this helps
Thoughtful outreach can be forgotten because there is no incoming message to bring the conversation back to attention.
- Recovers opportunities that lack an inbound reminder
- Separates worthwhile follow-up from low-value sent mail
- Creates a repeatable review without manual inbox searching
Setup
Build it in a few focused steps.
- 1Connect Gmail and Pipedrive in the Notis portal.
- 2Tell Notis to review recent sent sales threads, find worthwhile outreach with no reply, and create a Pipedrive follow-up activity.
- 3Choose a weekly schedule and the channel for the review report.
- 4Test with a short lookback period and verify the selected activities.
Questions about this workflow
Can automated receipts and newsletters be excluded?
Yes. Describe the types of person-to-person sales outreach that qualify and the sent mail to ignore.
Can I avoid repeated follow-up activities for the same thread?
Yes. Ask Notis to check for an existing open activity before adding another one.
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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