Every 5 minutes

Post won Pipedrive deals to Slack

Every won deal is posted to your wins channel with its name, value and owner.

Runs: Every 5 minutes
Apps: Pipedrive
AI: Not needed
Access: read

Send this to your assistant

Create a ClickRuntime automation: every 5 minutes, check for Pipedrive deals marked Won and post each one to #wins in Slack with the deal name, value and owner.

Paste it into your assistant. It tells you what it will send or change before it runs live.

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First time? Adding ClickRuntime to your assistant takes about two minutes.

Why use it

Why teams use this automation

When a deal is marked won in Pipedrive, the person who closed it knows, and perhaps their manager. Everyone else, including the engineers who will build what was sold and the customer success team who will onboard the customer, finds out later through a casual comment or a forwarded invoice. Wins that no one hears about do little for morale, and handoffs begin days late.

Every five minutes, deals with status won are listed and sorted by won_time. Deal IDs already announced are skipped, so each win appears only once, and a message is posted to Slack for each new one. The channel gives the whole company a near-live feed of closed business, in time for onboarding to begin. Quarter-end pushes are where the feed earns its keep.

It suits growing sales teams where a win should be shared, and companies whose delivery teams depend on knowing what was sold.

What you get out of it

Recognition lands while it is fresh
A win celebrated within minutes feels earned. Colleagues react in the channel, and reps feel their work is noticed, which is a cheap and effective way to keep a sales team motivated.
Delivery can start sooner
Customer success and implementation see the win as it happens and can reach out the same day. Customers who hear quickly after signing feel looked after, which reduces early buyer's remorse.
Each win is announced once
Skipping IDs already posted prevents duplicates, even if a deal is edited afterward. People trust the channel because it never repeats itself or posts stale news. Teams quickly learn to rely on the feed as the definitive word on closed business.
The company sees momentum
A feed of wins shows the business growing in a way a monthly number cannot. New hires and other departments get a feel for what is being sold and to whom.
A timestamped record of closings
Each post is a dated record of when a deal closed. Finance and operations can cross-check booking dates and customer start dates without asking sales. That makes it easy to settle questions about when a customer actually signed.

How it works

What happens, step by step

Every five minutes, ClickRuntime checks Pipedrive for deals that have just been won.
It skips any deal it has already announced.
Each win is posted to your wins channel in Slack with the deal name, value and owner.

Before it runs live

Connect Pipedrive

What you get

RunsEvery 5 minutes

Post won Pipedrive deals to Slacktoday, 9:00Succeeded

Slack · #wins:trophy: Won: Northwind – Annual plan · 18,000 EUR · Alex Kim

Build your own

Need it to work differently?

This template is a starting point. Copy the prompt and change it, or describe a different automation from scratch, with your own conditions, more apps or an AI step. Your assistant writes it, tests it and runs it on ClickRuntime.

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 Slack
Combine it with other Pipedrive steps into one automation

Under the hood

The code that runs this automation

This is the Python script that runs each time the automation starts. Your AI assistant writes it for you when you send the prompt, and you allow each step in your assistant. To change how the automation works, describe the change to your assistant and it updates the script for you. For every function it can use, see the script reference.

deal_won_celebration.pyexample

from clickruntime import on_trigger, credentials, http, state, notify, report_fetched

API = "https://api.pipedrive.com"

@on_trigger
def run(event):
    headers = {"Authorization": f"Bearer {credentials.connection('pipedrive', 'work')}"}
    deals = http.get(f"{API}/api/v2/deals", headers=headers, params={
        "status": "won", "sort_by": "update_time", "sort_direction": "desc", "limit": 50}).json()["data"]
    seen = set(state.get("seen") or [])
    new = [d for d in deals if d["id"] not in seen]
    report_fetched(len(new))
    if not new:
        return {"posted": 0}
    users = {u["id"]: u["name"] for u in http.get(f"{API}/v1/users", headers=headers).json()["data"]}
    for d in new:
        notify.slack(f":trophy: Won: {d['title']} · {d['value']:,.0f} {d['currency']} · {users.get(d['owner_id'], 'unknown')}",
                     channel="#wins")
    state.set("seen", sorted(seen | {d["id"] for d in new})[-1000:])
    return {"posted": len(new)}

FAQ

Common questions

What does the Slack message include?

It can include the deal title, the value, the organization and the owner. Those fields come directly from the Pipedrive deal. Tell your AI assistant which details you want, and you can review the new wording before it is used.

Why check every five minutes rather than instantly?

Polling every five minutes keeps the setup simple and reliable. A win appears in Slack within a few minutes of being marked, which is fast enough for celebration and handoff. Anything faster would add load without helping anyone.

Can I celebrate only large deals?

Yes. Add a minimum value, such as $5,000, and only deals above it are posted. That is useful for teams with many small wins, where a feed of every deal would be noisy. Let your AI assistant know the amount you want as the cutoff.

What permissions does it need?

read. Nothing else in your accounts is used.

Does it need AI?

No. It runs without AI, so it doesn't use your plan's AI allowance.

How many runs does it use?

One run each time it checks. Checks that find nothing new and stop right away aren't counted.

Can I change how it works?

Yes. Describe the change to your AI assistant, for example a different schedule, channel or filter. It updates the automation, tests it and tells you what changed.

Every 5 minutes