Keep estimates from waiting without a follow-up
A new estimate record in Notion can trigger a JobNimbus task that makes the next check-in visible.
Trigger
New Page
Triggers when a new page is added to a Notion database.
Action
Create Task
Tool to create a new task. use when scheduling or tracking tasks linked to contacts or jobs.
Why this helps
After preparing an estimate, the follow-up can get lost among other urgent work.
- Creates a next action at the point an estimate is recorded.
- Makes follow-up timing easier to track in the work system.
- Reduces reliance on remembering a separate reminder.
Setup
Build it in a few focused steps.
- 1Connect Notion and JobNimbus to Notis once through the portal.
- 2Create an automation in the portal or ask Notis to follow up on new Notion estimate records.
- 3Use one plain-language instruction describing the JobNimbus follow-up task to create for a new estimate.
- 4Choose the Notion New Page trigger, set a run-report channel, and test with one real estimate record.
Questions about this workflow
Can this work with an estimates database?
Yes. Use the New Page trigger for the Notion database where estimate records are added.
Can the prompt include a due date?
Describe the timing you want in the plain-language instruction, using the information available in the Notion record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Notion to Jobnimbus. A trigger fires from one place; an action lands in another.
Notion triggers
Jobnimbus actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Location
Tool to create a new location in jobnimbus. use after gathering address and contact details.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Activity by ID
Tool to retrieve a specific activity by its id. use after confirming the activity's jnid is valid.
All Page Events
Triggers when any Notion page is created or updated across the workspace.
Get Contact by ID
Tool to retrieve a contact by id. use after obtaining the contact’s jnid to fetch full 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.
List Contacts
Tool to list all contacts. use when you need to fetch multiple contacts, e.g., for reporting or synchronization.
New Comment
Triggers when a new comment is added to a specified Notion block or page.
Create File Attachment Type
Tool to create a new file attachment type. use when you need to register a custom document category before uploading files.
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 Material Order
Tool to create a new material order (v2). use when you need to place a materials order for a contact after gathering item details.
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 Task
Tool to create a new task. use when scheduling or tracking tasks linked to contacts or jobs.
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 Workflow Status
Tool to create a new status in an existing workflow. use after confirming the workflow id to add specialized status entries like 'lead' or 'inspection'.
Connect any two apps with Notis in the middle.
Notion and Jobnimbus, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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