Customer Reference Matching Workflow
Great references close deals. Research prospects first so you match them with truly relevant customer references.
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
Generic customer references feel unhelpful to prospects. Founders don't have context to match references to prospect needs.
- Reference relevance increases deal trust
- Prospect concerns addressed directly
- Higher reference conversion rates
- Streamlined sales process
Setup
Build it in a few focused steps.
- 1Connect Notion and Aeroleads to Notis.
- 2Create an automation: 'Research prospects asking for references to find the perfect customer match.'
- 3Write: 'When reference request initiated, extract prospect LinkedIn URL, get full background from Aeroleads, add company type and use case to Notion.'
- 4Set trigger to 'Page Properties Updated' for reference request status.
- 5Test by requesting a reference and verifying prospect background appears for matching.
Questions about this workflow
How do I pick the right reference for a prospect?
Match on company size, industry, and challenge. Aeroleads shows prospect background, making matching smart.
Should references be the same industry?
Ideally yes, but not always. Same-stage companies and similar challenges can be equally valuable.
How many references should I offer?
Two to three strong references beat ten generic ones. Quality matching matters most.
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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