Account Health Tracking
Account health, always current. Salesforce signals automatically update your Notion account database, giving you a real-time view of account health.
Trigger
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Action
Update row database
Updates or archives an existing notion database row (page) using its `row id`, allowing modification of its icon, cover, and/or properties; ensure the target page is accessible and property details (names/ids and values) align with the database schema and specified formats.
Why this helps
Account health signals exist in Salesforce but you manage accounts in Notion. You can't see health status without switching apps.
- Real-time account health view
- No context-switching to check status
- Early warning of at-risk accounts
- Better account prioritization
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Notion to Notis.
- 2Tell Notis: 'Keep my Notion account database updated with health signals from Salesforce' or configure in the portal.
- 3Select 'Account Created or Updated' as your trigger.
- 4Choose your notification channel.
- 5Test by updating an account's health signal in Salesforce and verify the update in Notion.
Questions about this workflow
What counts as a health signal?
Tell Notis which metrics indicate health (activity level, usage, recent interactions, churn risk, etc.) and it will track them.
Can I see historical health trends?
Yes. Your Notion database can track health over time, making it easy to spot declining accounts.
How often does it update?
Health signals update in real-time as changes occur in Salesforce.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Notion. A trigger fires from one place; an action lands in another.
Salesforce triggers
Notion actions
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Add multiple content blocks (bulk, user-friendly)
Efficiently adds multiple standard content blocks to a notion page in a single api call with automatic markdown parsing. the 'content' field in notionrichtext blocks now automatically detects and parses markdown formatting including headers (# ## ###), bold (**text**), italic (*text*), strikethrough (~~text~~), inline code (`code`), links ([text](url)), and more. ideal for bulk content creation, ai agents, and replacing multiple individual add page content calls. supports automatic text formatting, content splitting, and up to 100 blocks per request.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Add content to Notion page
Deprecated: appends a single content block to a notion page or a parent block (must be page, toggle, to-do, bulleted/numbered list, callout, or quote); invoke repeatedly to add multiple blocks.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
Append complex blocks (advanced, full control)
Appends complex blocks with full notion block structure to a parent block or page. use for advanced scenarios requiring precise control: code blocks, tables, embeds, nested children within blocks, or when working with pre-built notion block objects. requires full notion api block schema - use add multiple page content for simpler content creation.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Archive Notion Page
Archives (moves to trash) or unarchives (restores from trash) a specified notion page.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Create comment
Adds a comment to a notion page (via `parent page id`) or to an existing discussion thread (via `discussion id`); cannot create new discussion threads on specific blocks (inline comments).
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Create Notion Database
Creates a new notion database as a subpage under a specified parent page with a defined properties schema; use this action exclusively for creating new databases.
Task Created or Completed
Triggers when a Task is created or when its status changes to Completed in Salesforce. Supports optional filtering by task Status or Subject.
Create Notion page
Creates a new empty page in a notion workspace.
Delete a block
Archives a notion block, page, or database using its id, which sets its 'archived' property to true (like moving to "trash" in the ui) and allows it to be restored later.
Connect any two apps with Notis in the middle.
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When this happens · Trigger
Do this · Action
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