Send Intake Email Automatically When a New Client Page is Created
A new client page in Notion triggers an automatic intake email--gathering initial info, expectations, and contact preferences without any manual copy-paste.
Trigger
Page Created
Triggers when a new Notion page is created. Customer optionally scopes with at most one of: - data_source_id: new row in this data source - parent_page_id: new sub-page under this page (immediate parent only) With neither set, fires for any new page in the workspace the integration has access to. Notion sends ~60s aggregation latency on most events.
Action
Send Email
Send an email using agentmail api
Why this helps
New client pages are created but intake forms aren't sent, or are sent late. Valuable onboarding time is lost, and clients feel slow responses.
- Faster onboarding for new clients
- No manual email sending
- Consistent intake process every time
- Shows responsiveness from day one
Setup
Build it in a few focused steps.
- 1Connect Notion and Agent mail to Notis.
- 2Tell Notis: 'When a new page is created in my Clients database, send an email to the client's email address with an intake form covering their needs, timeline, budget, and preferred communication style.'
- 3Scope to your Clients database.
- 4Pick a channel for run reports and test with a test client page.
Questions about this workflow
What if the client email isn't in Notion yet?
You can set up the automation to send when the email field is populated, rather than on page creation.
Can I customize the intake questions?
Yes--provide your own questions in the prompt and Notis includes them in the email.
Should I wait for intake info before starting work?
You control that--the email is just the first automated touchpoint.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Notion to Agent mail. A trigger fires from one place; an action lands in another.
Notion triggers
Agent mail actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Message
Get a specific message from an agentmail inbox
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List Messages
List messages from an agentmail inbox
All Page Events
Triggers when any Notion page is created or updated across the workspace.
Send Email
Send an email using agentmail api
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 Agent mail, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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