Account Stakeholder Tracking
Know who matters at each account. Every account update from Salesforce captures stakeholder details in your Notion database.
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
Insert row database
Creates a new page (row) in a specified notion database.
Why this helps
Account stakeholders change but you don't track the changes. You reach out to the wrong person or lose sight of who owns the relationship.
- Automatic stakeholder capture
- Know who changed roles or left
- Decision-maker visibility
- Better account relationship management
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Notion to Notis.
- 2Tell Notis: 'Track account stakeholder changes from Salesforce in my Notion database' or configure in the portal.
- 3Select 'Account Created or Updated' as your trigger.
- 4Choose your notification channel.
- 5Test by updating account stakeholders in Salesforce and verify the capture in Notion.
Questions about this workflow
How does Notis know who the stakeholders are?
Tell Notis which Salesforce fields contain stakeholder info (e.g., decision maker, executive sponsor, primary contact) and it will track them.
Can I see historical stakeholder changes?
Yes. Your Notion database will show current stakeholders and can track changes over time.
What if I want to add stakeholders manually in Notion too?
You can. This automation adds Salesforce-sourced stakeholders while you add others manually. Both live in one database.
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.
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When this happens · Trigger
Do this · Action
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