The moment it happens
Celebrate won deals in Slack and ask finance to invoice
When a Pipedrive deal is marked Won, #wins gets the deal, value and products, and finance is asked to approve the invoice.
- Runs
- The moment it happens
- Apps
- Pipedrive, Slack
- AI
- Not needed
- Access
- Pipedrive token; chat:write
Send this to your assistant
Create a ClickRuntime automation: when a Pipedrive deal moves to Won, post the deal name, value and products to #wins and ask finance to approve the invoice.
First time? Adding ClickRuntime to your assistant takes about two minutes.
Why use it
Why teams use this automation
A rep closes a deal on Friday afternoon and marks it Won in Pipedrive. The team would like to know, and finance needs to know, because nothing gets invoiced until someone tells them what was sold and for how much. Too often that hand-over is a forwarded email on Monday, or a message that leaves out the products, and the invoice goes out days late.
This automation turns the Won status into the hand-over. The moment a deal is won, the team sees it in #wins with the value and line items, and finance gets everything they need to approve the invoice in the same post.
What you get out of it
Faster invoicing
Finance learns about a win within seconds, with the products and amounts in front of them, so invoices go out the same day.
The whole team sees wins
A post in #wins gives the rep credit and keeps everyone aware of what is closing.
Complete details every time
The message is built from the deal record, so the value, currency and products are never left out or mistyped.
One clear approval step
Finance has a single place to check and approve, rather than chasing details across emails.
Only real wins trigger it
Edits to open deals are ignored, so the channel only hears about deals that have just moved to Won.
How it works
What happens, step by step
When a deal is updated in Pipedrive, Pipedrive tells ClickRuntime straight away.
It checks whether the deal has just moved to Won, and ignores every other change.
It reads the deal's value, currency, owner and products from Pipedrive.
A message is posted to #wins with the details and a request for finance to approve the invoice.
Before it runs live
- Connect Pipedrive
- Connect Slack, then invite the app to the channel (type /invite @ClickRuntime there)
- Paste your automation's link into the other app's webhook settings
What you get
Build your own
Need it to work differently?
Your own rules
Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.
Any number of apps
One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.
AI where it helps
Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.
On a schedule or on each event
Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.
Changes you can ask for
- Act only on the items that match your own rules, and skip the rest
- Add an AI step, for example to summarize, sort or draft a reply
- Add another app, for example also send it to Google Sheets
- Combine it with other Pipedrive and Slack steps into one automation
Under the hood
The code that runs this automation
from clickruntime import on_event, credentials, http, notify
API = "https://api.pipedrive.com"
@on_event
def handle(event):
body = event.json or {}
deal, previous = body.get("data") or {}, body.get("previous") or {}
if deal.get("status") != "won" or previous.get("status") == "won":
return {"ignored": True}
headers = {"Authorization": f"Bearer {credentials.connection('pipedrive', 'work')}"}
products = http.get(f"{API}/api/v2/deals/{deal['id']}/products", headers=headers).json().get("data") or []
lines = "\n".join(f"- {p['quantity']} x {p.get('name') or p['product_id']} @ {p['item_price']:,.2f}" for p in products)
notify.slack(
f":tada: Won: {deal['title']} - {deal['value']:,.2f} {deal['currency']}\n{lines or '- no products listed'}\n"
f"Finance: please approve the invoice for this deal.",
channel="#wins")
return {"deal": deal["id"], "products": len(products)}FAQ
Common questions
Does it create the invoice itself?
Will it post again if someone edits a won deal?
Can finance get a separate message?
What permissions does it need?
Does it need AI?
How many runs does it use?
Can I change how it works?
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