Surface pending decisions in ERPNext
Let an open decision in Notion become a visible review cue where the related work is tracked.
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
Add Tag
Tool to add a tag to a document in ERPNext. Use when you need to categorize or label documents for organization and filtering purposes.
Why this helps
A decision awaiting input can fade from attention when the operational record does not show that anything is blocked.
- Highlights unresolved decisions in operations
- Reduces mental effort spent scanning notes
- Helps teams resume blocked work
Setup
Build it in a few focused steps.
- 1Connect Notion and ERPNext to Notis once in the portal.
- 2Create an automation in the portal or describe the desired cue to Notis.
- 3Explain which pending decision update should add a review tag to its ERPNext document.
- 4Select the Notion Page Properties Updated trigger and a channel for run reports.
- 5Test one pending decision and confirm the related ERPNext document is tagged.
Questions about this workflow
Does the tag resolve the decision?
No. It adds a visible label to help identify the record for review.
Can the tag differ by decision type?
Describe the types and matching tags in the instruction, then test each case.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Notion to Erpnext. A trigger fires from one place; an action lands in another.
Notion triggers
Erpnext actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Comment
Tool to add a comment to a document in ERPNext/Frappe. Use when you need to add comments or notes to any document type like ToDo, Issue, Task, or custom DocTypes.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Tag
Tool to add a tag to a document in ERPNext. Use when you need to categorize or label documents for organization and filtering purposes.
All Page Events
Triggers when any Notion page is created or updated across the workspace.
Apply Workflow
Tool to apply a workflow action to a document in ERPNext/Frappe. Use when you need to transition a document through workflow states (e.g., approve, reject, submit). The document must have a workflow configured for its doctype.
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.
Cancel Document
Cancel a submitted document in ERPNext/Frappe to change its status from Submitted to Cancelled. Use for submittable DocTypes when you need to reverse or cancel a submitted transaction. Document must be in Submitted state (docstatus=1) before cancellation.
New Comment
Triggers when a new comment is added to a specified Notion block or page.
Create Document
Tool to create a new document of a specific DocType in ERPNext. Use when you need to create records like ToDo, Customer, Lead, Sales Invoice, etc. The document data should include all required fields for the specific DocType. Standard fields like creation, modified, and owner are automatically set by ERPNext.
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 Timesheet
Tool to create a new Timesheet record in ERPNext. Use when you need to log time entries for employees or projects.
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 Webhook
Tool to create a new webhook configuration in ERPNext. Use when you need to set up automated callbacks for DocType events like creation, updates, or submissions.
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.
Delete Document
Tool to delete a document using the Frappe client API. Use when you need to remove a specific document by its doctype and name.
Connect any two apps with Notis in the middle.
Notion and Erpnext, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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