Archive completed Pipedrive projects from a sheet register
Keep the active project list calm and current with one scheduled completion review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Archive a project
Archives a project.
Why this helps
Finished customer projects can remain mixed with active delivery work because cleanup is useful but never urgent.
- Keeps active project views focused
- Turns low-priority cleanup into a reliable routine
- Uses a reviewed completion register as the source
Setup
Build it in a few focused steps.
- 1Connect Google Sheets and Pipedrive to Notis once.
- 2Describe in plain language how Notis should use the completion register to archive confirmed finished projects.
- 3Choose a weekly recurring schedule and select where run reports should arrive.
- 4Test with one completed project that is safe to archive and verify the result.
Questions about this workflow
Will archiving delete the project?
No. The Pipedrive action archives the project rather than deleting it.
Can the workflow require a final approval status?
Yes. Include that safeguard in the plain-language instruction before testing.
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.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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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.
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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.
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Conditional Format Rule Changed
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Data Validation Rule Changed
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Developer Metadata Changed
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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.
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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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