Turn Notion deal updates into Salesforce opportunities
Your deal tracker in Notion and your Salesforce pipeline are the same thing. Stop duplicating effort—Notis watches your Notion deal updates and keeps Salesforce in sync.
Trigger
Page Properties Updated
Triggers when properties of a Notion page are updated. Customer optionally scopes with at most one of: - data_source_id: any row in this data source - page_id: this specific page - parent_page_id: any page whose immediate parent is this page With none set, fires for any property change in the workspace the integration has access to. Adding a column to a data source fires this trigger once per existing row. Customers can branch on `data.updated_properties` (array of property IDs) to filter downstream.
Action
Create opportunity
Creates a new opportunity in salesforce with the specified information.
Why this helps
You track deals in Notion but Salesforce forecasts are stale because you forget to log deal details there, leaving your managers guessing about pipeline health.
- Deal updates in Notion instantly reflect in Salesforce opportunities
- Your Salesforce forecast is always current, not a lagging report
- Managers see real pipeline health without asking you for status updates
- One source of truth reduces cognitive overhead of multiple systems
Setup
Build it in a few focused steps.
- 1Connect Notion and Salesforce to Notis.
- 2Create an automation with the prompt: 'When I update a deal's status or value in my Notion deals database, create or update the matching Salesforce opportunity with the same stage and amount.'
- 3Select the trigger: Notion page properties updated.
- 4Pick your notification channel.
- 5Test by updating a deal in Notion (e.g., moving it to 'Negotiation' stage) and watch it sync to Salesforce.
Questions about this workflow
Can Notis update existing opportunities, or does it only create new ones?
Notis is smart about it. If an opportunity with the same name exists in Salesforce, it updates the existing one. Otherwise, it creates a new one.
What if the deal info in Notion uses different stage names than Salesforce?
You can train Notis in the prompt. For example, 'Map Negotiating in Notion to Negotiation/Review in Salesforce,' and Notis will translate it.
Does this work if my Notion deals database has custom fields?
Yes. Notis reads any Notion property (status, amount, timeline, risk level, etc.) and intelligently maps it to Salesforce opportunity fields or custom fields.
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Supported Triggers and Actions
Notis builds workflows that link Notion to Salesforce. A trigger fires from one place; an action lands in another.
Notion triggers
Salesforce actions
All Page Events
Triggers when any Notion page is created or updated across the workspace.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Comment Created
Triggers when a new comment is created in Notion. Optional `page_id` filter scopes to comments on a specific page. When omitted, fires for any new comment in the workspace the integration has access to. Requires the 'Read comments' capability on the Notion integration. If a connection was authorized before that capability was enabled, the user must re-authorize the connection for comment events to flow.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
New Comment
Triggers when a new comment is added to a specified Notion block or page.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Database Created
Triggers when a new Notion database (the container) is created. A database is the post-2025-09-03 container that holds one or more data sources. This trigger fires for the container's creation event (`database.created`), distinct from `NOTION_DATASOURCE_CREATED` which fires when a new data source is added to an existing database. Most customers calling Notion's `POST /v1/databases` (the legacy API) or creating a database via the Notion UI will see this event. Adding a new data source to an existing database fires `data_source.created` instead — use `NOTION_DATASOURCE_CREATED` for that. Notion's payload puts `entity.type: "block"` (the container is a `child_database` block in the content tree) and `entity.id` is the database id.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Data Source Created
Triggers when a new Notion data source is created. Fires workspace-wide. The payload's `data.parent` carries the data source's tree parent (typically the teamspace) for downstream filtering. A single template-based database creation can fire multiple `data_source.created` events at once — one per data source the template instantiates.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Data Source Schema Updated
Triggers when a Notion data source's schema is updated. Fires on column add / remove / rename. Payload includes `data.updated_properties: [{id, name, action}]` so consumers can discriminate the kind of change downstream. Optional `data_source_id` filter scopes to schema changes on a single data source. When omitted, fires for any schema change in the workspace the integration has access to. Note: adding a column also fires `page.properties_updated` once per existing row in the data source. Customers wanting a single structural-change signal should use this trigger.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
New Page
Triggers when a new page is added to a Notion database.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Page Added to Page
Fires when a new subpage (a `child_page` type block) is added under a specified parent Notion page.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
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