Deal Risk Tracker
Catch deal risk early. Salesforce opportunity changes automatically get logged as risk notes in Notion, helping you spot problems before they escalate.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Action
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.
Why this helps
Deals slip backward in Salesforce with no warning. You don't see risk until it's too late and deals are at stake.
- Early detection of deal risks
- Automatic risk documentation
- Easier forecasting
- Better deal management
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Notion to Notis.
- 2Ask Notis: 'Log changes to Salesforce deals as risk notes in Notion' or set it up in the portal.
- 3Choose 'New or Updated Opportunity' as your trigger.
- 4Pick your notification channel.
- 5Test by moving an opportunity backward in Salesforce and check Notion for the risk note.
Questions about this workflow
How does Notis identify risk?
Tell Notis what to monitor (stage drops, amount decreases, date pushes, etc.) and it will flag those as risks.
Can I customize the risk scoring?
Yes. Describe your risk framework to Notis and it will apply your criteria to deal changes.
What if a deal just has normal updates?
Tell Notis which changes count as risks vs. normal updates. It will filter out noise and alert only on real risks.
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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