Give related client projects one planning group
Bring a set of related projects together so it is easier to see the work around one client or initiative.
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
Add Projects to Group
Tool to add projects to a project group in Hub Planner. Use when you need to associate one or more projects with a specific project group.
Why this helps
Several related projects can become hard to scan when they are planned independently without a shared grouping.
- Make related projects easier to scan together.
- Reduce manual organization when a portfolio is established.
- Connect portfolio planning decisions to delivery structure.
Setup
Build it in a few focused steps.
- 1Connect Notion and Hub Planner to Notis once through the portal.
- 2Create an automation and name it for portfolio grouping.
- 3Write one prompt asking Notis to create a Hub Planner project group from a new portfolio plan and add only clearly matching projects.
- 4Choose the Notion Page Created trigger, select a run-report channel, and test with one portfolio plan.
Questions about this workflow
Will it group unrelated projects?
Tell Notis how to recognize projects in the portfolio and to skip uncertain matches.
Does the action create projects too?
This action adds projects to a group. Existing projects should be identifiable in Hub Planner for the association to work.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Notion to Hub Planner. A trigger fires from one place; an action lands in another.
Notion triggers
Hub Planner actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Clients to Project
Tool to add clients to a project by project ID. Use when you need to associate one or more clients with a specific project.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add project custom field choices
Add choices to a project custom field template of SELECT, RADIO, or CHECKBOX type. Use when you need to add new options to an existing dropdown, radio button, or checkbox custom field in Hub Planner projects.
All Page Events
Triggers when any Notion page is created or updated across the workspace.
Add Projects to Group
Tool to add projects to a project group in Hub Planner. Use when you need to associate one or more projects with a specific project group.
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.
Add Project Tags
Tool to add tags to a Hub Planner project. Preserves existing tags and appends new ones. Use when you need to add one or more tags to a project without removing existing tags.
New Comment
Triggers when a new comment is added to a specified Notion block or page.
Add Resource Custom Field Choices
Tool to add choices to a resource custom field template of SELECT, RADIO, or CHECKBOX type. Use when you need to add new selection options to an existing custom field template.
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.
Add Resources to Project
Tool to add resources to a project by project ID. Use when you need to associate one or more resources with a specific project.
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.
Add Resources to Resource Group
Tool to add resources to a resource group by group ID. Use when you need to associate one or more resources with a specific resource group.
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.
Add Resource Tags
Tool to add tags to a resource in Hub Planner. Preserves existing tags and appends new ones. Use when you need to categorize, label, or organize resources using tags.
Connect any two apps with Notis in the middle.
Notion and Hub Planner, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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