Track every generated proposal in Notion
Capture proposal details in one Notion database as they are submitted, making the pipeline easier to scan and follow up.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Insert row database
Creates a new page (row) in a specified notion database.
Why this helps
Proposals stored in separate files are easy to overlook when you need a quick view of what was prepared and what needs attention.
- Create a database row for each submitted proposal.
- Keep proposal context together in a central view.
- Make follow-up easier to spot.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Notion once in the Notis portal.
- 2Create an automation and describe the proposal row to add and the database to use.
- 3Pick the webhook trigger and choose where run reports should go.
- 4Submit one real proposal example to test the result.
Questions about this workflow
Does this create a database for me?
No. This workflow adds a row to an existing Notion database. The database must already exist and be accessible to the Notion integration.
What if a proposal is revised?
This workflow creates a row for each webhook submission. If you want revisions to update an existing row, include enough identifying context in the instruction and request for Notis to find the matching row first.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Notion. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Notion actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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.
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.
Archive Notion Page
Archives (moves to trash) or unarchives (restores from trash) a specified notion page.
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).
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.
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.
ActiveMerge and Notion, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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