Launch campaigns when you create new Notion database views
You create a Notion view to segment leads by region or product interest, and you're essentially defining a campaign. Notis recognizes that and creates the matching Salesforce campaign so your team can track engagement.
Trigger
View Created
Triggers when a new Notion view is created. Fires workspace-wide. The payload includes `data.view_type` (`table`, `board`, `gallery`, `calendar`, `list`, `timeline`, `gantt`) and `data.parent` pointing at the view's tree parent (typically the teamspace), so customers can filter downstream.
Action
Create campaign
Creates a new campaign in salesforce with the specified information.
Why this helps
You organize prospects in Notion by segment or campaign focus, but the campaign never gets set up in Salesforce, so pipeline tracking stays generic.
- New Notion views trigger matching campaigns in Salesforce, so segmentation is immediate
- Your campaigns reflect real how you've organized and prioritized prospects
- Campaign metrics track genuine business focus, not generic buckets
- One view of both organizational structure and campaign performance
Setup
Build it in a few focused steps.
- 1Connect Notion and Salesforce to Notis.
- 2Create an automation with the prompt: 'When I create a new view in my Notion leads database, create a matching campaign in Salesforce with the view name as the campaign name.'
- 3Select the trigger: Notion view created.
- 4Choose your notification channel.
- 5Test by creating a new Notion database view and verifying the campaign appears in Salesforce.
Questions about this workflow
How does Notis name the campaign?
Notis uses the view name (e.g., 'Q3 Enterprise Leads') as the campaign name. You can customize naming in your prompt.
Can I set campaign type based on the view?
Yes. You can tell Notis to use specific campaign types based on keywords in the view name (e.g., 'if the view has "webinar" in the name, use type Webinar').
What if I delete a view in Notion?
Notis doesn't automatically delete the campaign (to avoid data loss). You can manually archive it in Salesforce, or request a prompt that deletes campaigns if you prefer.
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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