Account Expansion Stakeholder Research
Expanding a customer account? Know the decision-makers before you pitch.
Trigger
Page Properties Updated
Triggers when properties of a Notion page are updated. Customer optionally scopes with at most one of: - data_source_id: any row in this data source - page_id: this specific page - parent_page_id: any page whose immediate parent is this page With none set, fires for any property change in the workspace the integration has access to. Adding a column to a data source fires this trigger once per existing row. Customers can branch on `data.updated_properties` (array of property IDs) to filter downstream.
Action
Get Details From LinkedIn URL
Tool to retrieve detailed information about a prospect using their linkedin profile url. use after confirming you have a valid public linkedin url, to enrich lead profiles with additional details.
Why this helps
Account managers waste time finding the right stakeholders to contact for expansion deals.
- Decision-maker contacts identified instantly
- Right stakeholder outreach always
- Faster expansion deal cycles
- Higher expansion success rates
Setup
Build it in a few focused steps.
- 1Connect Notion and Aeroleads to Notis.
- 2Create an automation: 'Research stakeholders whenever I flag a customer for expansion.'
- 3Prompt: 'When a customer is flagged for expansion, extract stakeholder names/LinkedIn URLs, get full profiles from Aeroleads, add decision-maker context to Notion.'
- 4Set trigger to 'Page Properties Updated' for expansion status change.
- 5Test by flagging a customer and verifying stakeholder enrichment appears.
Questions about this workflow
How do I identify key stakeholders?
Start with your primary contact, then ask for expanded access team info. Aeroleads will research each person.
Can I see their decision-making authority?
Job titles, responsibilities, and company hierarchy from LinkedIn give you this context.
Should I reach out to all stakeholders?
Start with primary contact and budget owner. Use Aeroleads data to identify other influencers strategically.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Notion to Aeroleads. A trigger fires from one place; an action lands in another.
Notion triggers
Aeroleads actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Details From LinkedIn URL
Tool to retrieve detailed information about a prospect using their linkedin profile url. use after confirming you have a valid public linkedin url, to enrich lead profiles with additional details.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
All Page Events
Triggers when any Notion page is created or updated across the workspace.
Comment Created
Triggers when a new comment is created in Notion. Optional `page_id` filter scopes to comments on a specific page. When omitted, fires for any new comment in the workspace the integration has access to. Requires the 'Read comments' capability on the Notion integration. If a connection was authorized before that capability was enabled, the user must re-authorize the connection for comment events to flow.
New Comment
Triggers when a new comment is added to a specified Notion block or page.
Database Created
Triggers when a new Notion database (the container) is created. A database is the post-2025-09-03 container that holds one or more data sources. This trigger fires for the container's creation event (`database.created`), distinct from `NOTION_DATASOURCE_CREATED` which fires when a new data source is added to an existing database. Most customers calling Notion's `POST /v1/databases` (the legacy API) or creating a database via the Notion UI will see this event. Adding a new data source to an existing database fires `data_source.created` instead — use `NOTION_DATASOURCE_CREATED` for that. Notion's payload puts `entity.type: "block"` (the container is a `child_database` block in the content tree) and `entity.id` is the database id.
Data Source Created
Triggers when a new Notion data source is created. Fires workspace-wide. The payload's `data.parent` carries the data source's tree parent (typically the teamspace) for downstream filtering. A single template-based database creation can fire multiple `data_source.created` events at once — one per data source the template instantiates.
Data Source Schema Updated
Triggers when a Notion data source's schema is updated. Fires on column add / remove / rename. Payload includes `data.updated_properties: [{id, name, action}]` so consumers can discriminate the kind of change downstream. Optional `data_source_id` filter scopes to schema changes on a single data source. When omitted, fires for any schema change in the workspace the integration has access to. Note: adding a column also fires `page.properties_updated` once per existing row in the data source. Customers wanting a single structural-change signal should use this trigger.
Connect any two apps with Notis in the middle.
Notion and Aeroleads, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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