Turn a Notion prospect into a Close lead
Create a Close lead when a new Notion database item contains a qualified prospect, so promising contacts do not stay buried in a research table.
Connect Notion to Close
When something happens in Notion, Notis takes the next step in Close. Describe what you want in plain English, or start from one of the examples below.
When this happens · Trigger
Fires when a new comment is created in the accessible workspace.
Do this · Action
Logs, sends, or schedules an SMS on a Close lead; sending requires A2P 10DLC compliance.
Examples
Ways Notis can move work from Notion to Close
Create a Close follow-up task when a deal stage changes
When a Notion deal record changes stage, ask Notis to create the next follow-up task in Close so the next step is clear without rebuilding your sales routine.
Schedule a reminder after a proposal is sent
When a Notion proposal record is marked sent, create a dated Close task to check in, keeping follow-up planned without relying on memory.
Turn sales meeting notes into Close tasks
When the body of a sales meeting page changes, have Notis identify explicit follow-ups and create Close tasks so action items survive after the conversation.
Create a task from a prospect comment
When someone comments on a prospect page with a clear requested next step, have Notis create a Close task so useful context does not remain trapped in discussion.
Make a recovery task when a prospect goes quiet
When a Notion prospect record is updated to indicate no response, create a Close task for the next appropriate follow-up and avoid leaving a stalled conversation invisible.
Create Close leads from event contacts
When a new Notion page records an event contact that meets your qualification criteria, create a Close lead with the relevant conversation context.
Create a reminder for an upcoming trial end
When a Notion account record is added for an active trial, create a Close task for the agreed check-in before the trial ends.
Create a task when a renewal needs attention
When a Notion account record is updated to show an upcoming renewal, create a Close task so outreach has an owner and time to happen.
Supported Triggers and Actions
Notis builds workflows that link Notion to Close. A trigger fires from one place; an action lands in another.
Notion triggers
Close actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
TriggerScheduled
Create SMS Message
Logs, sends, or schedules an SMS on a Close lead; sending requires A2P 10DLC compliance.
ActionInstant
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
TriggerInstant
Create Call
Creates a record of an inbound or outbound call.
ActionInstant
Comment Created
Fires when a new comment is created in the accessible workspace.
TriggerInstant
Create Email
Create or log an email activity; scheduled or outbox modes can send it externally.
Conditions and details
This creates or logs an email activity. Draft mode creates an unsent activity. Scheduled and outbox modes can send the email externally. Inbox, sent, and error modes log the corresponding activity outcome. A follow-up date can also create a follow-up task if no reply is received.
ActionInstant
Database Created
Fires when a new database container is created.
TriggerInstant
Create Lead
Creates a new lead in the sales pipeline.
ActionInstant
Data Source Created
Fires when a new data source is created in the workspace.
TriggerInstant
Create Task
Creates a Close task for a lead with text and an actionable date, optionally assigned or marked complete.
ActionInstant
Data Source Schema Updated
Fires when a data source’s columns are added, removed, or renamed.
TriggerInstant
Create Opportunity
Creates a Close opportunity on an existing lead or creates an Untitled lead.
ActionInstant
Page Content Updated
Fires when the body content of an accessible page is updated.
TriggerInstant
Delete Call
Deletes a call record; this action cannot be undone.
ActionInstant
Page Created
Fires when a new page is created in the accessible workspace.
TriggerInstant
Get Notes
Retrieves recorded notes.
ActionInstant
Trigger Types
Four ways to start an automation.
A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a schedule (recurring or one-time), and a change in one of your Notis databases.
Integration triggers
Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,500+ apps can start a workflow.
New Notion pageStripe chargeCalendar event
Webhook triggers
A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.
Any HTTP POSTCustom backendIoT event
Works with
ZapierPipedream
Most used
Scheduled triggers
Run a workflow on the clock, on a recurring schedule or once at a set date and time. Daily standups, hourly syncs, a one-off launch reminder: the workhorse of Notis.
Daily · 8:00Weekdays onlyOnce · Dec 13
Beta
Database triggers
Fire when a row in one of your Notis databases is added or edited, with optional filters on its properties. New lead added, status changed, value crosses a limit.
Row addedProperty editedValue > limit
Why AI automation
Classic automation breaks. AI adapts.
Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.
Classic automationAI automation
Cost
$ · pay per run
$$ · AI models per run
Reliability
Breaks on schema change
Adapts to format changes
Setup
Click 8 dropdowns
Describe it in English
Handles fuzzy
Hard-coded fields only
Reads intent, summarises
Human in loop
Bolted on
Built in · approval inbox
Maintenance
You own every break
Self-heals · we own it
Ease of use
Describe it. Notis builds it.
Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.
You · in the Notis Builder
NEW“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”
Notis built this automation:
TriggerRow added to "Q4 OKRs"
Condition✦Status = "Blocked"
AI step✦Summarise the blocker in plain English
ActionDM the row owner with summary
Timeout✦No reply in 24h → ping you
Observability
Watch every run.
Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.
- Full run history with inputs, outputs and traces
- Replay any run with edited inputs
- Approval inbox, confirm via chat in one tap
- Audit logs for compliance teams
Automations
Inbox
All12Manager5Telegram1Messages0WhatsApp2Email4Slack8
Migrate background jobs to a durable queue You can cancel it through Stripe
3 daysNotis v3 release update This one’s v3: Notis Manager (desktop app with …
8 daysAdd multi-tenant RBAC User initiates a voice call
13 daysDraft pricing v (tiers, limits, overages) and sanity-check margins
2 weeksVerify analytics events for new features That’s a really interesting automat…
1 monthEverything in the box.
Whatever starts the workflow, the platform underneath is the same: a thinking brain, full visibility, and you in control.
AI in the middle
Every step can include an LLM call: summarise, classify, extract, rewrite.
Full observability
Every run, every step, every input, all replay-able from Mission Control.
Human in the loop
Pause for approval. Notis pings you in chat with one-tap approve.
Self-healing
When an API changes shape, Notis adapts the parser. Less midnight fire-fighting.
Related pairs
More ways to connect Notion and Close
Connect any two apps with Notis in the middle.
Notion and Close, or any other combination from 1,500+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Close.