Register converted Notion prospects as Harvest clients
When a prospect becomes a client in your Notion pipeline, let Notis create their Harvest client record.
Trigger
New Page
Triggers when a new page is added to a Notion database.
Action
Create Client
Tool to create a new client. use after gathering client details to register a new client in harvest.
Why this helps
Client setup can be overlooked between a sales decision and the first billable project.
- Connect a sales milestone to billing setup.
- Avoid retyping basic client details.
- Reduce setup delays before project work begins.
Setup
Build it in a few focused steps.
- 1Connect Notion and Harvest to Notis once in the portal.
- 2Create an automation in the portal or ask Notis to make one conversationally.
- 3Tell Notis to create a Harvest client when a new Notion page records a converted prospect, using the available organization details.
- 4Choose New Page for the converted-client database, select a reporting channel, and test with one real converted prospect.
Questions about this workflow
How do I avoid creating clients for unqualified leads?
Use a database where new records represent converted clients, and make that condition explicit in the instruction.
What information is useful?
Include the client name and any organization details needed to distinguish the client.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Notion to Harvest. A trigger fires from one place; an action lands in another.
Notion triggers
Harvest actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Client
Tool to create a new client. use after gathering client details to register a new client in harvest.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Client Contact
Tool to create a new client contact. use when you need to add a contact under an existing client. call after you've retrieved or confirmed the client id.
All Page Events
Triggers when any Notion page is created or updated across the workspace.
Create Estimate
Tool to create a new estimate. use after gathering client and line item details.
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.
Create Estimate Item Category
Tool to create a new estimate item category in harvest. use after deciding to categorize line items within an estimate.
New Comment
Triggers when a new comment is added to a specified Notion block or page.
Create Estimate Message
Tool to create a new message for an estimate. use when you have an estimate id and want to send a message or run an event (send, accept, decline, re-open) on the estimate.
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 Expense
Tool to create a new expense entry. use when recording costs against projects. ensure either units or total cost is provided.
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 Invoice
Tool to create a new invoice. use when you have gathered all invoice details and need to bill a client in harvest.
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.
Create Invoice Item Category
Tool to create a new invoice item category. use after you have decided on the category name to register it in harvest.
Connect any two apps with Notis in the middle.
Notion and Harvest, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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