Add approved sheet quote items to Pipedrive deals
Carry approved quote details into the deal while pricing decisions are still current.
Trigger
New Rows in Google Sheet
Simple polling trigger that monitors Google Sheets for new rows. Detects when new rows are added and returns the complete row data. Perfect for triggering any workflow based on new sheet entries.
Action
Add a product to a deal
Adds a product to a deal, creating a new item called a deal-product.
Why this helps
Approved quote lines may be finalized in a spreadsheet but still need separate entry on the related Pipedrive deal.
- Keeps approved deal products aligned with quote work
- Cuts repetitive quote administration
- Reduces the chance of omitting a confirmed item
Setup
Build it in a few focused steps.
- 1Connect Google Sheets and Pipedrive in Notis.
- 2Tell Notis in plain language to add each approved quote item to its referenced Pipedrive deal.
- 3Choose New Rows in Google Sheet and select where run reports should appear.
- 4Add one approved test quote line and verify the deal product in Pipedrive.
Questions about this workflow
Does the product need to exist in Pipedrive?
Yes. This workflow adds an existing Pipedrive product to a deal, so test with a recognizable product reference.
Can the row include quantity and price context?
Yes. Tell Notis to use the available approved quote details when adding the product to the deal.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Sheets to Pipedrive. A trigger fires from one place; an action lands in another.
Google Sheets 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.
Aggregate Metric Changed
Triggers when an aggregate metric (SUM/COUNT/AVG/MIN/MAX) changes in a Google Sheets spreadsheet. This trigger monitors an aggregate calculation on a target column (optionally filtered by a search column/value) and fires when the calculated result changes.
Add a comment to a note
Adds a new comment to a note.
Cell Range Values Changed
Triggers when values in a specified A1 range change in Google Sheets. This trigger monitors a specific cell or range of cells and fires when any values change.
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.
Conditional Format Rule Changed
Triggers when conditional formatting rules change in a Google Spreadsheet. Detects when rules are added, updated, or removed. Uses snapshot-based diffing to detect changes between polls.
Add a follower to a deal
Adds a follower to a deal.
Data Validation Rule Changed
Triggers when data validation rules change (added/updated/removed) in a Google Spreadsheet. Uses snapshot-based diffing to detect changes between polls.
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Adds a follower to an organization.
Developer Metadata Changed
Triggers when developer metadata entries change (new/updated/removed) in a Google Spreadsheet. Uses snapshot-based diffing to detect changes between polls.
Add a follower to a person
Adds a follower to a person.
Filtered Range Values Changed
Polling trigger that monitors Google Sheets filtered ranges for value changes. Uses snapshot-based diffing to detect when values matching a data filter change. Emits the matched values when changes are detected.
Add a follower to a product
Adds a follower to a product.
Connect any two apps with Notis in the middle.
Google Sheets and Pipedrive, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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