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Notis

Launch Slack deal rooms from approval webhooks

Let a trusted approval become the starting signal for focused collaboration. Notis receives the request, checks the Pipedrive context, and opens the private Slack room.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Create a channel-based conversation

Creates a new public or private slack channel with a unique name; the channel can be org-wide, or team-specific if `team id` is given (required if `org wide` is false or not provided).

Why this helps

An approved strategic opportunity still waits for someone to create the secure collaboration space manually.

  • Creates the collaboration space after explicit approval
  • Uses Pipedrive context for a recognizable channel
  • Reduces delay between decision and coordination

Setup

Build it in a few focused steps.

  • 1Connect Pipedrive and Slack in Notis and confirm private-channel permissions.
  • 2Create a webhook automation for approved strategic opportunities.
  • 3Tell Notis how to verify the related Pipedrive deal and name the private channel.
  • 4Send a test approval request and review the created channel plus the selected run report.

Questions about this workflow

Why use a webhook instead of every new deal?

A webhook lets your existing approval process decide which opportunities deserve a private collaboration room.

Can the channel be team-specific?

Yes, when the connected Slack environment and provided team context support that channel scope.

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.

TriggerScheduled

Set snooze duration

Deprecated: turns on do not disturb mode for the current user, or changes its duration. use `set dnd duration` instead.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

New Deal Received Trigger

Triggered when a new deal is created in Pipedrive

TriggerInstant

Add an emoji alias

Adds an alias for an existing custom emoji in a slack enterprise grid organization.

ActionInstant

New Note Received Trigger

Triggered when a new note is created in Pipedrive

TriggerInstant

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.

ActionInstant

New Organization Received Trigger

Triggered when a new organization is created in Pipedrive

TriggerInstant

Add a star to an item

Stars a channel, file, file comment, or a specific message in slack.

ActionInstant

Add call participants

Registers new participants added to a slack call.

ActionInstant

Add emoji

Adds a custom emoji to a slack workspace given a unique name and an image url; subject to workspace emoji limits.

ActionInstant

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.

ActionInstant

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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