Batch the day's Notion leads into Square every night

Leads pile up in Notion all day, and creating each one in Square is a task you never get to. Notis handles them together on a schedule, so the whole day's list is in Square before you sit down tomorrow.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Square logo

Action

Create Bulk Customers

Tool to create multiple customer profiles in a single request. Use when you need to efficiently create up to 100 customers at once. Each customer is identified by a unique idempotency key.

Why this helps

New leads accumulate in Notion faster than anyone can copy them into Square, leaving the customer directory perpetually behind.

  • The day's leads land in Square in one clean batch, not one painful paste at a time.
  • You start each morning with a directory that already reflects yesterday.
  • A predictable schedule means nothing gets left in a half-done state.
  • Bulk handling keeps large lead days from becoming huge data-entry days.

Setup

Build it in a few focused steps.

  • 1Connect Notion and Square to Notis once from the portal.
  • 2In Automations, create a new automation or just ask Notis to build it from any channel.
  • 3Give it one instruction, like 'Each night, take the new leads added to Notion today and create them all as Square customers.'
  • 4Pick a recurring schedule as the trigger and set the time and the channel for the summary.
  • 5Add a couple of test leads, run it once, and confirm they appear together in Square.

Questions about this workflow

What time does the batch run?

Whatever schedule you choose. A nightly run is common, but Notis can run hourly, every morning, or on business days only.

How many leads can it handle at once?

Notis creates them as a batch, which is built for large lists, so busy days import just as smoothly as quiet ones.

Will I get a report of what was imported?

Yes. Each run posts a summary to the channel you chose, so you can glance at what was added without opening Square.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Notion to Square. A trigger fires from one place; an action lands in another.

Notion logo

Notion triggers

Square logo

Square actions

All Page Events

Triggers when any Notion page is created or updated across the workspace.

TriggerPolling

Accept Dispute

Accept a dispute and acknowledge liability, returning funds to the cardholder. When you accept a dispute, Square debits the disputed amount from your account and updates the dispute state to ACCEPTED. This action is irreversible - once accepted, a dispute cannot be challenged. Only use after reviewing all evidence and determining that challenging the dispute is not viable. Note: Requires DISPUTES_WRITE permission scope.

ActionInstant

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.

TriggerInstant

Add Group to Customer

Tool to add a customer to a customer group. Use when you need to associate a customer with a specific group for targeted marketing, loyalty programs, or customer segmentation.

ActionInstant

New Comment

Triggers when a new comment is added to a specified Notion block or page.

TriggerPolling

Calculate Order

Tool to preview order pricing without creating an order. Use when you need to calculate the total cost, taxes, discounts, and other pricing details for an order before finalizing it. Particularly useful for integrating rewards, discounts, and complex pricing scenarios.

ActionInstant

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.

TriggerInstant

Cancel Booking

Cancels an existing Square booking, terminating the reservation. Use this action when a customer or seller needs to cancel a scheduled appointment. The booking must be in a cancellable state, and the cancellation will update the booking status accordingly. This action is irreversible - once a booking is cancelled, it cannot be restored and must be rebooked if needed. Use the booking_version parameter to ensure safe concurrent updates.

ActionInstant

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.

TriggerInstant

Cancel Invoice

Cancels a Square invoice, preventing further payments from being collected. Requirements: - Invoice must be in SCHEDULED, UNPAID, or PARTIALLY_PAID state - Cannot cancel invoices in DRAFT state or terminal states (PAID, REFUNDED, CANCELED, FAILED) - Requires INVOICES_WRITE and ORDERS_WRITE OAuth scopes - Version number must match the current invoice version to prevent conflicts After cancellation, the associated order status is set to CANCELED and webhook events are triggered.

ActionInstant

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.

TriggerInstant

Cancel Payment

Cancels (voids) a payment that is in APPROVED status. This is typically used in delayed capture scenarios where a payment was authorized but not yet captured, allowing you to void the authorization before settlement. Important: Only payments with APPROVED status can be canceled. Attempting to cancel a payment in any other status (COMPLETED, PENDING, CANCELED, FAILED) will result in an error. Once canceled, the payment status changes to CANCELED and the card details status changes to VOIDED. Required permissions: PAYMENTS_WRITE

ActionInstant

New Page

Triggers when a new page is added to a Notion database.

TriggerPolling

Batch Create Inventory Changes

Applies multiple inventory adjustments and physical counts in a single batch request. Returns the created changes and current inventory counts for all affected items. Use this action when you need to update inventory quantities for multiple items or locations at once, either through physical stock counts or adjustments (e.g., receiving stock, recording waste, or correcting discrepancies). Supports up to 100 inventory changes per request. Each change can be either a PHYSICAL_COUNT (setting absolute quantity) or an ADJUSTMENT (modifying quantity with state transitions). The ignore_unchanged_counts parameter controls whether calculated counts are returned in the response.

ActionInstant

Page Added to Page

Fires when a new subpage (a `child_page` type block) is added under a specified parent Notion page.

TriggerPolling

Create Bulk Customers

Tool to create multiple customer profiles in a single request. Use when you need to efficiently create up to 100 customers at once. Each customer is identified by a unique idempotency key.

ActionInstant

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