Start client onboarding with a Notion checklist
Turn client context into a practical checklist so the first follow-ups have somewhere to land.
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
New client onboarding can lose momentum when important follow-ups stay in scattered notes or memory.
- Give onboarding follow-ups a visible home.
- Make missing client context easier to spot.
- Reduce repeated manual setup after a new handoff.
Setup
Build it in a few focused steps.
- 1Connect Clientary and Notion once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create it from any channel.
- 3In one instruction, ask Notis to create a Notion onboarding checklist using available Clientary client details and to flag missing information for review.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real client example.
Questions about this workflow
Does Clientary provide a new-client trigger here?
No trigger events were provided. This workflow starts from a Notis webhook request.
What goes into the checklist?
Notis uses details available from Clientary and the outcome described in your instruction. Any extra onboarding requirements should be stated by you.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clientary to Notion. A trigger fires from one place; an action lands in another.
Clientary 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.
Clientary and Notion, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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