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Carry new account subpage context into the CRM

Add an account subpage in Notion and let Notis update the related Forcemanager company record.

Trigger

Page Added to Page

Fires when a new subpage (a `child_page` type block) is added under a specified parent Notion page.

Action

Update Company

Update Company

Why this helps

New account notes can be missed when they are nested under a hub instead of entered directly in the CRM.

  • Make new account material easier to surface in the CRM.
  • Reduce manual copying from nested pages.
  • Keep company context connected to the account workspace.

Setup

Build it in a few focused steps.

  • 1Connect Notion and Forcemanager to Notis once through the portal.
  • 2Create an automation in the portal or ask Notis conversationally for this workflow.
  • 3Use one instruction asking Notis to update the matching Forcemanager company when a relevant subpage is added under the Notion account hub.
  • 4Choose the Notion Page Added to Page trigger, select a channel for run reports, and test with one real subpage.

Questions about this workflow

Can this watch a specific account hub?

Yes. The trigger fires for subpages under a specified parent Notion page.

Does it create a company if there is no match?

No. The Forcemanager action updates an existing matching company.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Notion to Forcemanager. A trigger fires from one place; an action lands in another.

Notion triggers

Forcemanager actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Delete Activity

Delete an existing activity by ID. Tries multiple base hosts and path variants to maximize compatibility across environments and gateways.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Delete Company

Tool to delete a company by its ForceManager ID. Use when you need to remove an existing company from the system.

ActionInstant

All Page Events

Triggers when any Notion page is created or updated across the workspace.

TriggerPolling

Delete Contact

Delete an existing contact by ID. Tries multiple base hosts and path variants to maximize compatibility across environments and gateways.

ActionInstant

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.

TriggerInstant

Delete Sales Order

Delete a sales order by ID using ForceManager REST API. Tries multiple base hosts and path variants to maximize compatibility across environments. Accepts successful HTTP status codes (< 300) even when the response is non-JSON, capturing response text.

ActionInstant

New Comment

Triggers when a new comment is added to a specified Notion block or page.

TriggerPolling

Delete Sales Order Line

Delete a sales order line by ID using ForceManager REST API. Tries multiple base hosts and path variants to maximize compatibility across environments. Accepts successful HTTP status codes (< 300) even when the response is HTML instead of JSON, capturing the response text as a message.

ActionInstant

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.

TriggerInstant

Delete Master Data Value

Delete a master-data value (Z_ table) by ID using ForceManager REST API. Tries multiple base hosts and path variants to maximize compatibility across environments. Accepts successful HTTP status codes (< 300) even when the response is HTML instead of JSON, capturing the response text as a message. Also retries sending authentication headers as query parameters on HTTP 401 as some gateways expect them in query string.

ActionInstant

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.

TriggerInstant

Delete View

Delete a saved view by ID. Tries multiple base hosts and path variants to maximize compatibility across environments and gateways.

ActionInstant

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.

TriggerInstant

Get Activity

Tool to get a single activity by ID. Use when you need to fetch a specific activity. Returns empty entity with found=False on non-JSON HTML or if not found.

ActionInstant

Connect any two apps with Notis in the middle.

Notion and Forcemanager, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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