Turn a Notion kickoff into an ERPNext Project
Carry a new project from the kickoff notes into the system that tracks its work.
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
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.
Why this helps
A project can have a thorough kickoff page yet lack a corresponding operational record when delivery begins.
- Creates a consistent project starting point
- Reduces startup administration
- Connects kickoff context to delivery operations
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 ask Notis conversationally to start project records.
- 3Describe how a new kickoff page should create an ERPNext Project.
- 4Choose the Notion Page Created trigger scoped to the kickoff parent page and a channel for run reports.
- 5Test by creating one real kickoff page and reviewing the new Project.
Questions about this workflow
Can the trigger watch one kickoff page for child pages?
Yes. Use Page Created scoped to the chosen parent page so immediate sub-pages are in scope.
Does it generate a project plan?
It creates a Project record from the information Notis can interpret. Define any intended project details in your prompt.
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.
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When this happens · Trigger
Do this · Action
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