Process Client Intake Forms Automatically
Stop manually entering client intake data. Automatically extract contact info, needs, and requirements when forms arrive in Notion.
Trigger
New Page
Triggers when a new page is added to a Notion database.
Action
Create Document
Tool to upload a new document for parsing. use when you have the document file or a public url and need to extract structured data immediately.
Why this helps
Client intake forms land in Notion and require manual data entry into CRM or project management tools. Copying company info, contact details, and project scope is tedious and error-prone. Key client needs get missed.
- Extract client info and needs automatically
- Eliminate manual CRM data entry
- Never miss client requirements
- Instant client database record creation
Setup
Build it in a few focused steps.
- 1Connect Notion and Affinda to Notis (one-time portal setup).
- 2Create automation: 'Client Intake Form Auto-Processing'.
- 3Set trigger to 'New Page' in your Notion Client Intake or New Clients database.
- 4Write the automation: 'When a new client intake form page is created, parse the form with Affinda and extract: company name, primary contact name and email, phone, industry, project scope, budget range, timeline, and key decision criteria. Highlight any urgent or rush requests.'
- 5Select notification channel and test with a recent client form submission.
Questions about this workflow
Can this populate my CRM or project management tool automatically?
Yes. Take Affinda's structured data and create a follow-up automation that syncs to Salesforce, HubSpot, Asana, or any tool with an API.
What if clients provide vague or incomplete information?
Affinda extracts what's available. Add a prompt to flag incomplete fields: 'If budget or timeline is missing, add a note to follow up with the client for clarification.'
Does this work for multi-page intake forms or questionnaires?
Yes. Affinda processes multi-page documents. It captures all form fields regardless of length or complexity.
Can this segment clients by industry or budget automatically?
Yes. Use Affinda's extracted industry and budget data to automatically tag or categorize clients for segmentation.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Notion to Affinda. A trigger fires from one place; an action lands in another.
Notion triggers
Affinda actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Batch Update Annotations
Tool to update multiple annotations in one request. use when you need to modify parsed values or other fields across many annotations at once.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Collection
Tool to create a new collection. use after you have a valid workspace id and want to group documents by a specific extractor within that workspace.
All Page Events
Triggers when any Notion page is created or updated across the workspace.
Create Document
Tool to upload a new document for parsing. use when you have the document file or a public url and need to extract structured data immediately.
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.
Create Organization
Tool to create a new organization. use when you have a unique organization name and want to group resources under it.
New Comment
Triggers when a new comment is added to a specified Notion block or page.
Create RESTHook Subscription
Tool to create a new resthook subscription. use after confirming your webhook endpoint is ready to receive document event notifications.
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.
Create Tag
Tool to create a new tag. use when you need to label documents in a specific workspace.
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.
Create Validation Result
Tool to create a validation result. use when recording validation outcomes for a document after parsing.
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.
Create Workspace
Tool to create a new workspace. use when you need to programmatically create a workspace container within an organization.
Connect any two apps with Notis in the middle.
Notion and Affinda, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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