Keep client intake forms easy to find
A new client record can be the nudge to check your Jotform intake forms. Notis retrieves your form list so you can spot the right next step.
Trigger
New Page
Triggers when a new page is added to a Notion database.
Action
Get User Forms
Tool to retrieve a list of forms created by the authenticated user. use after setting up api key authentication.
Why this helps
New client setup can scatter attention across records and form tabs, making it easy to forget whether an intake form is ready.
- See the current Jotform form list when a client record appears.
- Reduce manual searching during client setup.
- Keep intake follow-up tied to a clear workspace event.
Setup
Build it in a few focused steps.
- 1Connect Notion and Jotform to Notis once in the portal.
- 2Create an automation in the portal or ask Notis conversationally.
- 3Describe in one instruction that a new client page should prompt retrieval of your Jotform forms for intake review.
- 4Select the Notion New Page trigger and choose a channel for run reports.
- 5Test by adding one real client page and reviewing the form-list result.
Questions about this workflow
Does this create a new Jotform intake form?
No. The available Jotform action retrieves your existing form list for review.
Can I limit this to a client database?
Use the New Page trigger scoped to the relevant Notion data source when setting up the trigger.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Notion to Jotform. A trigger fires from one place; an action lands in another.
Notion triggers
Jotform actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get System Plan
Tool to retrieve details of a specific system plan. use when you need to check limits and pricing of a plan.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get User Details
Tool to retrieve details of the authenticated user, including account and usage info. use after confirming valid api key.
All Page Events
Triggers when any Notion page is created or updated across the workspace.
Get User Folders
Tool to retrieve a list of folders created by the authenticated user. use when you need to enumerate user folders after confirming valid api credentials.
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.
Get User Forms
Tool to retrieve a list of forms created by the authenticated user. use after setting up api key authentication.
New Comment
Triggers when a new comment is added to a specified Notion block or page.
Get User History
Tool to fetch user activity history records. use when auditing or filtering user actions by type or date.
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.
Get User Settings
Tool to retrieve the settings of the authenticated user. use after confirming a valid api key.
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.
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.
Connect any two apps with Notis in the middle.
Notion and Jotform, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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