Create Salesforce opportunities when Notion data sources are added
You're organizing a new initiative in Notion by adding a data source, which typically signals a new business opportunity. Notis creates a matching opportunity in Salesforce automatically, so your forecast stays aligned with your projects.
Trigger
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.
Action
Create opportunity
Creates a new opportunity in salesforce with the specified information.
Why this helps
New initiatives tracked in Notion as data sources aren't reflected in Salesforce opportunities, making forecasts outdated and disconnected from actual work.
- Each new Notion data source creates a matching Salesforce opportunity for revenue tracking
- Forecast is always aligned with active projects and initiatives
- Sales and delivery teams see the same priorities
- One source of truth connects planning to forecasting
Setup
Build it in a few focused steps.
- 1Connect Notion and Salesforce to Notis.
- 2Create an automation with the prompt: 'When I add a new data source to a Notion database, create a Salesforce opportunity with the data source name as the opportunity name and an estimated close date 3 months out.'
- 3Select the trigger: Notion data source created.
- 4Choose your notification channel.
- 5Test by adding a data source to Notion and verifying the opportunity appears in Salesforce.
Questions about this workflow
What stage should the new opportunities start in?
You can specify in your prompt (e.g., 'Start in Prospecting stage'). Notis will apply that automatically.
Can I map Notion initiative types to Salesforce opportunity types?
Yes. If your Notion data sources have metadata or naming conventions, Notis can translate them to Salesforce opportunity types.
What if the data source is just for internal tracking, not revenue?
You can exclude certain data sources in your prompt (e.g., 'only create opportunities for data sources tagged as Revenue-Tracked').
When this happens · Trigger
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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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