Give every referral a clear outreach next step
Capture the referral in Notion and let Notis help prepare its Instantly follow-up.
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 Lead
Tool to create a new lead. Use when you need to add an individual lead to a campaign.
Why this helps
Warm introductions are easy to lose when the next step competes with a crowded task list.
- Give referrals a consistent next step.
- Reduce the chance that a warm introduction slips through.
- Keep relationship context close to your original referral notes.
Setup
Build it in a few focused steps.
- 1Connect Notion and Instantly to Notis once in the portal.
- 2Create the automation in the portal or ask Notis conversationally.
- 3Ask Notis in one plain-language instruction to add a new referred contact to the intended Instantly campaign while preserving the referral context available in Notion.
- 4Select Page Created scoped to the referral data source and choose a channel for run reports.
- 5Test with one real referral record and review the lead in Instantly.
Questions about this workflow
Can I keep referral context in the workflow?
Describe which context Notis should consider when preparing the lead.
Can this use a separate referral campaign?
Yes. Name the intended Instantly campaign in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Notion to Instantly. A trigger fires from one place; an action lands in another.
Notion triggers
Instantly actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Check Email Verification Status
Tool to check status of an email verification job. Use after submitting a verification request to retrieve the current status of a specific email address.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Count Unread Emails
Tool to retrieve the count of unread emails. Use when you need to know how many unread messages are in your inbox before sending new emails.
All Page Events
Triggers when any Notion page is created or updated across the workspace.
Create AI Enrichment
Tool to create an AI enrichment job for a campaign or lead list. Use when you need to enrich a resource with AI-driven insights.
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 API Key
Tool to create a new API key. Use when you need to generate credentials for programmatic access to the Instantly API.
New Comment
Triggers when a new comment is added to a specified Notion block or page.
Create Campaign
Tool to create a new campaign. Use when you have campaign details ready and want to launch.
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 Inbox Placement Test
Tool to create an inbox placement test. Use when you need to measure deliverability across providers with your prepared email and recipient list.
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 Lead
Tool to create a new lead. Use when you need to add an individual lead to a campaign.
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 Lead List
Tool to create a new lead list. Use when you need to organize leads into a dedicated list before importing them into campaigns.
Connect any two apps with Notis in the middle.
Notion and Instantly, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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