Move new advisor records to an agreement
Give advisor onboarding a reliable paperwork step from the start.
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 Contract
Tool to create a new contract using a specified template and signer details. use after selecting a template when you need to send a contract for signature.
Why this helps
Advisor details may be captured during a busy week, while the agreement remains a separate task to remember.
- Starts agreement preparation from the advisor record.
- Reduces manual handoffs for recurring advisor onboarding.
- Makes it easier to keep paperwork moving alongside other setup.
Setup
Build it in a few focused steps.
- 1Connect Notion and Esignatures.io to Notis once through the portal.
- 2Create an automation for new advisor pages that require an agreement.
- 3Give Notis one plain-language instruction describing advisor records, the template to use, and signer details.
- 4Select Page Created for the advisor area, choose a run-report channel, and test with one new advisor page.
Questions about this workflow
Can this handle different advisor arrangements?
Describe the arrangement types and corresponding available templates in the prompt.
Can I use a database trigger instead?
Yes. Choose New Page when advisor records are database rows and scope it to that data source.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Notion to Esignatures io. A trigger fires from one place; an action lands in another.
Notion triggers
Esignatures io actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Contract
Tool to create a new contract using a specified template and signer details. use after selecting a template when you need to send a contract for signature.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Signer
Tool to create a new signer profile. use when you need to add a signer to an existing signature request.
All Page Events
Triggers when any Notion page is created or updated across the workspace.
Create Template
Tool to create a new template. use when you want to register a reusable contract template after defining document elements.
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.
Delete Template
Tool to delete a specific template by its id. use when you need to remove an unused or outdated template after confirming its id.
New Comment
Triggers when a new comment is added to a specified Notion block or page.
Get Template
Tool to retrieve details of a specific template by its id. use when you need to fetch a template’s metadata after selecting its id.
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.
List Templates
Tool to retrieve a list of all templates. use when you need to browse available templates before selecting one.
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.
Withdraw Contract
Tool to withdraw a contract by its id. use when you need to prevent further signing of a contract that hasn't been fully signed.
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 Esignatures io, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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