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Notis

Make target accounts easier to recognize in LeadBoxer

Add a target account to Notion and let Notis mark the corresponding LeadBoxer lead with useful account tags, without another checklist to maintain.

Trigger

New Page

Triggers when a new page is added to a Notion database.

Action

Add or Update Lead Tags

Tool to add or update lead tags in LeadBoxer. Use when you need to manage lead tags by adding new tags, removing specific tags, or overwriting all existing tags for a specified user.

Why this helps

Important accounts can blend into a large lead list when the signal lives only in a separate planning database.

  • Make target accounts more visible during lead review.
  • Carry account context into LeadBoxer.
  • Cut down manual tagging and list scanning.

Setup

Build it in a few focused steps.

  • 1Connect Notion and LeadBoxer to Notis once in the portal.
  • 2Create an automation in the portal or tell Notis to tag matching LeadBoxer leads when a target account is added in Notion.
  • 3Choose the Notion New Page trigger for the target-account data source.
  • 4Pick a channel for run reports and test using one target account.

Questions about this workflow

Can Notis use account context in the page?

Yes. Include the tagging intent in your prompt and provide identifying account context in the Notion record.

Does this create a new LeadBoxer lead?

The selected action updates tags on a specified user; it does not create a lead.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Notion to LeadBoxer. A trigger fires from one place; an action lands in another.

Notion triggers

LeadBoxer actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Add or Update Lead Tags

Tool to add or update lead tags in LeadBoxer. Use when you need to manage lead tags by adding new tags, removing specific tags, or overwriting all existing tags for a specified user.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Delete Custom Tracking Domain

Tool to delete a custom tracking domain entry for a dataset. Use when you need to remove a specific custom tracking domain (CTD) associated with a dataset in LeadBoxer.

ActionInstant

All Page Events

Triggers when any Notion page is created or updated across the workspace.

TriggerPolling

Get Events

Tool to fetch events for specified sessions from LeadBoxer. Use when you need to retrieve behavioral data including pageviews, clicks, form submissions, email interactions, and custom events. Events can be filtered by session ID, email, user ID, or segment/smartlist IDs.

ActionInstant

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.

TriggerInstant

Get Lead Score Formula

Tool to fetch the lead score formula for a specific dataset. Use when you need to understand how lead scores are calculated for records in a dataset. The formula defines scoring based on criteria types: Range (number ranges), Match (exact values), Exists (presence of values), and Boost (event-based scoring).

ActionInstant

New Comment

Triggers when a new comment is added to a specified Notion block or page.

TriggerPolling

Get Sessions

Tool to fetch sessions for a specified lead ID from LeadBoxer. Use when you need to retrieve session data for a user, with optional filtering by email, user ID, Smartlist ID, or segment ID. A session represents a single visit to the site, and users can have multiple sessions over time.

ActionInstant

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.

TriggerInstant

Log Server-Side Event

Tool to track server-side events in LeadBoxer. Use when tracking backend events, page views, or custom activities from your server. This endpoint supports tracking user interactions, conversions, and other activities that occur on the server-side.

ActionInstant

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.

TriggerInstant

Get Custom Tracking Domains

Tool to fetch custom tracking domain entries for a dataset. Use when you need to retrieve all custom tracking domains that are created or in progress for a specific datasetId.

ActionInstant

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.

TriggerInstant

Post Event Data

Tool to send event data for tracking user activities via POST request. Use when tracking events by sending data in the request body with application/x-www-form-urlencoded format.

ActionInstant

Connect any two apps with Notis in the middle.

Notion and LeadBoxer, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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