Get a weekly Salesforce lead summary in Notion
You mean to check Salesforce every Monday morning to see what's new, but Mondays are chaos. Notis pulls your weekly lead summary and drops it in Notion, so you start the week informed.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List leads
Lists leads from salesforce using soql query, allowing flexible filtering, sorting, and field selection.
Why this helps
You forget to review new leads in Salesforce until later in the week, missing follow-up windows and forgetting who's warm and who's cold.
- Every Monday, a lead summary is waiting in Notion so you start the week informed
- You see new leads at a glance without logging into Salesforce
- Historical summaries stay in Notion, so you can track pipeline trends
- One weekly review reduces decision fatigue about daily lead management
Setup
Build it in a few focused steps.
- 1Connect Notion and Salesforce to Notis.
- 2Create an automation with the prompt: 'Every Monday at 9 AM, create a Notion page with a summary of all new Salesforce leads from the past week, including their company, email, and status.'
- 3Select the trigger: Notis scheduled (weekly).
- 4Choose your notification channel.
- 5Run the automation once to test—verify the lead summary appears in Notion the next scheduled time.
Questions about this workflow
Can I change the day or time of the weekly review?
Yes. Your prompt can specify any day and time (e.g., 'Every Friday at 5 PM' or 'Every Tuesday morning'). Notis respects your schedule.
What if there are no new leads that week?
Notis will still create a Notion page saying 'No new leads this week' so you know the automation ran and the pipeline is quiet.
Can I customize which leads to include?
Yes. Your prompt can specify filters (e.g., 'only leads from this quarter' or 'leads from specific companies') to focus on what matters.
When this happens · Trigger
Do this · Action
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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When this happens · Trigger
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