Rescue stale Pipedrive deals with Slack reminders
Bring quiet opportunities back into view before they fade. Notis checks the pipeline on schedule and turns the most urgent stalled deal into a concrete Slack reminder.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create a reminder
Creates a slack reminder with specified text and time; time accepts unix timestamps, seconds from now, or natural language (e.g., 'in 15 minutes', 'every thursday at 2pm').
Why this helps
Deals without recent activity disappear below newer work even when a small follow-up could restart the conversation.
- Returns overlooked opportunities to attention
- Limits reminders to the most useful follow-ups
- Replaces broad CRM reviews with a concrete prompt
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Slack in Notis.
- 2Ask for a recurring automation that identifies the most urgent stale deal and creates a reminder.
- 3Define stale and describe the desired follow-up cue in the prompt.
- 4Choose the recurring schedule and reporting channel, then test against your current pipeline.
Questions about this workflow
How do I define a stale deal?
Describe it in your prompt, for example by days without activity, stage, value, or another useful condition.
Can I avoid too many reminders?
Yes. Ask Notis to select only the highest-priority stalled deal or cap the scope of each scheduled run.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Slack. A trigger fires from one place; an action lands in another.
Pipedrive triggers
Slack actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Set snooze duration
Deprecated: turns on do not disturb mode for the current user, or changes its duration. use `set dnd duration` instead.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add a custom emoji to a Slack team
Deprecated: adds a custom emoji to a slack workspace given a unique name and an image url. use `add emoji` instead.
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Add an emoji alias
Adds an alias for an existing custom emoji in a slack enterprise grid organization.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Add a remote file
Adds a reference to an external file (e.g., google drive, dropbox) to slack for discovery and sharing, requiring a unique `external id` and an `external url` accessible by slack.
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Add a star to an item
Stars a channel, file, file comment, or a specific message in slack.
Add call participants
Registers new participants added to a slack call.
Add emoji
Adds a custom emoji to a slack workspace given a unique name and an image url; subject to workspace emoji limits.
Add reaction to message
Adds a specified emoji reaction to an existing message in a slack channel, identified by its timestamp; does not remove or retrieve reactions.
Connect any two apps with Notis in the middle.
Pipedrive and Slack, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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