Make sales recaps easier to compare
Give every campaign recap the context you will want later.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Blogpost Property
Tool to create a property on a specified blog post. use when you need to add custom metadata to a blog post.
Why this helps
Sales retrospectives lose value when campaign details and commercial outcomes are stored separately.
- Improves campaign comparison
- Preserves commercial context
- Reduces repetitive recap preparation
Setup
Build it in a few focused steps.
- 1Connect Square and Confluence to Notis once through the portal.
- 2Create the automation in the portal or ask Notis to create it conversationally.
- 3Tell Notis to find the related Confluence sales recap blog post after each Square campaign webhook and add metadata for campaign name, sales result, period, and follow-up decision.
- 4Choose an incoming webhook trigger and a channel for run reports.
- 5Test with one campaign recap and verify the metadata.
Questions about this workflow
Can it work with existing blog posts?
Yes. The instruction should tell Notis how to identify the matching post.
Can the metadata support later filtering?
Yes. Use consistent property names and values across posts.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Square to Confluence. A trigger fires from one place; an action lands in another.
Square triggers
Confluence actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Content Label
Tool to add labels to a piece of content. use after obtaining the content id to tag pages or blog posts with metadata labels.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Space by ID
Tool to retrieve a confluence space by its id. use when you need detailed metadata of a specific space.
Create Blogpost
Tool to create a new confluence blog post. use when you need to publish content in a specific space.
Create Blogpost Property
Tool to create a property on a specified blog post. use when you need to add custom metadata to a blog post.
Create Whiteboard Property
Tool to create a new content property on a whiteboard. use when you need to attach custom metadata to a confluence whiteboard.
Create Page
Tool to create a new confluence page in a specified space. use when you need to create new documentation or content.
Create Page Property
Tool to create a property on a confluence page. use when you need to add custom metadata or settings to a page.
Create Private Space
Tool to create a private confluence space. use when you need an isolated workspace viewable only by its creator.
Connect any two apps with Notis in the middle.
Square and Confluence, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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