Every 5 minutes

Post new Pipedrive deals to Slack

Your team sees each new deal's value and stage in Slack within minutes.

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

Send this to your assistant

Create a ClickRuntime automation: every 5 minutes, post new Pipedrive deals to #sales in Slack with the deal name, value and stage.

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

New deals in Pipedrive tend to be created quietly, by a rep adding a prospect after a call or by a form sending a lead in. The rest of the team does not see them. A sales manager who wants to know how much pipeline is being created, a solutions engineer who should join early calls, and a founder watching momentum all have to open Pipedrive to find out.

Every five minutes, deals are listed by add_time, and any deal newer than the last one remembered is posted to Slack. The ID of the latest deal is stored, so the next check begins where the previous ended. Your channel receives a steady stream of new opportunities as they appear.

It suits sales teams that want shared visibility of pipeline creation and teams that route new deals to specialists.

What you get out of it

Pipeline creation is visible
Seeing deals appear in a channel shows whether prospecting is happening. A slow week appears in real time rather than at the end of the month. The team can respond to a quiet month before it is too late to adjust. Early visibility gives managers options that month-end numbers cannot.
Specialists join early
Solutions engineers and account managers who see a new deal can offer help at the first call. Early involvement tends to improve qualification and shorten the sales cycle. A solutions engineer who spots a complex deal early can shape the technical conversation from the first call onward.
Duplicate work is easier to spot
If two reps add the same company, someone in the channel is likely to notice. That avoids stepping on each other and confusing the prospect. Seeing both entries in the channel prompts a quick message to merge them, which keeps the prospect from getting two competing pitches.
Leadership stays in touch
Founders and managers feel the pulse of the business without asking for a report. A glance at the channel tells them what is being worked on. Short messages in a shared channel give leaders the feel of the business without scheduling another meeting or request.
Nothing gets posted twice
Remembering the last deal ID means each deal appears once. Edits to an existing deal do not repeat the announcement. A steady, uncluttered feed stays worth reading, which is the entire point of having it in a shared channel. Noise would train people to mute it.

How it works

What happens, step by step

Every five minutes, the automation checks Pipedrive for newly added deals.
Each new deal is posted to your Slack channel with its name, value and stage.
It remembers the last deal it posted, so each one appears only once.

Before it runs live

Connect Pipedrive

What you get

RunsEvery 5 minutes

Post new Pipedrive deals to Slacktoday, 9:00Succeeded

Slack · #salesNew deal: Acme – Warehouse rollout · 24,000 USD · Qualified

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.

new_deal_alert.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={
        "sort_by": "add_time", "sort_direction": "desc", "limit": 50}).json()["data"]
    last_id = state.get("last_id")
    new = [d for d in deals if last_id is not None and d["id"] > last_id]
    report_fetched(len(new))
    if deals:
        state.set("last_id", max(d["id"] for d in deals))
    if not new:
        return {"posted": 0}
    stages = {s["id"]: s["name"] for s in http.get(f"{API}/api/v2/stages", headers=headers).json()["data"]}
    for d in reversed(new):
        notify.slack(f"New deal: {d['title']} · {d['value']:,.0f} {d['currency']} · {stages.get(d['stage_id'])}", channel="#sales")
    return {"posted": len(new)}

FAQ

Common questions

What details are included in the alert?

The post can show the deal title, value, owner and organization, drawn from the Pipedrive record. Say which fields you want and approve the revised message. Other custom fields, such as source or product interest, can be included as well. You will see the proposed wording before it takes effect.

What if a deal is added with a past date?

Deals are picked up based on their ID order and the add_time, so a deal imported with a backdated record might be missed. For imports, you may prefer to pause the alert during the load.

Can I post only deals above a certain value?

Yes. Set a minimum such as $10,000 and smaller deals are skipped. That keeps the channel focused for teams that create many small opportunities every day. Many teams choose a threshold that matches the size of a typical qualified opportunity. Give your AI assistant the figure you want.

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