Keep customer stages aligned across Notion and GoSquared
A stage change in your Notion customer tracker can update the corresponding GoSquared person profile through one plain-language automation.
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
Track GoSquared Identify
Tool to identify users and associate them with specific properties in GoSquared. Use after obtaining or confirming a visitor’s identity to link their anonymous activity with their known user record and update their profile.
Why this helps
When customer context is updated in one place but not another, follow-up decisions rely on stale information.
- Keep customer context current in GoSquared.
- Reduce duplicate profile maintenance.
- Make handoffs easier to act on.
Setup
Build it in a few focused steps.
- 1Connect Notion and GoSquared to Notis once through the portal.
- 2Create an automation in the portal or ask Notis conversationally for the profile update outcome.
- 3Tell Notis to use relevant Notion customer stage changes to identify the matching person and update their GoSquared profile.
- 4Choose the Notion Page Properties Updated trigger and a channel for run reports.
- 5Test with one real customer record and verify the correct profile changed.
Questions about this workflow
What if there is no matching person in GoSquared?
Tell Notis in the prompt how to handle unmatched records, and review the first run to ensure it follows your preferred approach.
Can this respond only to a particular property change?
Describe the relevant stage property and desired change in the plain-language instruction. The trigger itself reports page property updates.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Notion to Gosquared. A trigger fires from one place; an action lands in another.
Notion triggers
Gosquared actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Shared User
Tool to add a new shared user to a project. Use when inviting team members via their email address.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Remove shared user
Tool to remove a user from a GoSquared project. Use when you need to revoke a shared user's access to your site.
All Page Events
Triggers when any Notion page is created or updated across the workspace.
Account Shared Users
Tool to retrieve all team members that have access to a given project. Use after specifying the project to inspect user access.
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.
List Account Sites
Tool to list all projects/sites accessible to the authenticated account. Use when you need to retrieve the account's sites in either grouped or flat format.
New Comment
Triggers when a new comment is added to a specified Notion block or page.
Check API Token Validity and Scopes
Tool to check whether an API key is valid and retrieve its enabled scopes. Use when verifying API credentials before making further API calls.
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.
Retrieve Chat Conversation
Tool to retrieve a chat conversation by its ID. Use when you need the full conversation history after obtaining a chat session ID.
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.
Retrieve Chat Messages
Tool to retrieve a list of messages from a chat conversation. Use after identifying the chatID via listing chat conversations to page through a chat's message history.
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.
Retrieve Chat Conversations
Tool to retrieve chat data for reporting purposes. Use when you need to list active chat conversations within a specific time window.
Connect any two apps with Notis in the middle.
Notion and Gosquared, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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