Start a finance subpage with an account list
Add a finance subpage and let Notis retrieve the user's Mx accounts for a useful first view.
Trigger
Page Added to Page
Fires when a new subpage (a `child_page` type block) is added under a specified parent Notion page.
Action
List accounts
Tool to list all accounts for a user. use after confirming the user guid.
Why this helps
A new finance page often starts empty, leaving you to collect basic account context manually.
- Populate a new workflow with a current account list.
- Reduce repeated account lookups when organizing finances.
- Make a finance hub more useful from the start.
Setup
Build it in a few focused steps.
- 1Connect Notion and Mx technologies to Notis once in the portal.
- 2Create an automation in the portal or ask Notis to build one in plain language.
- 3Tell Notis to list the user's Mx accounts when a subpage is added beneath your chosen finance hub and summarize them on the run channel.
- 4Select Notion Page Added to Page as the trigger and choose a report channel.
- 5Test by creating a subpage under that hub and checking the account list.
Questions about this workflow
Will this add account details to the Notion page?
The workflow prompt can ask Notis to report a summary through the chosen channel; the listed action itself retrieves accounts.
Does this fire for every page in the workspace?
The trigger is for a new subpage under the specified parent page.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Notion to Mx technologies. A trigger fires from one place; an action lands in another.
Notion triggers
Mx technologies actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Cancel Partner Account
Tool to cancel (disable) a client account under a partner account. this maps to mx platform api: put /users/{guid} with body {"user": {"is disabled": true, "metadata": "..."}}.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create account
Tool to create a manual account for a given user. use when you need to add an external or test account to a user record.
All Page Events
Triggers when any Notion page is created or updated across the workspace.
Retrieve Audience API Credentials
Tool to retrieve audience api credentials. use when obtaining client id and client secret for audience service authentication before generating an access token. credentials must be created in the partner dashboard (partner administrator → authentication → audience api key). the tool prefers explicitly provided values, then falls back to environment variables.
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 member
Tool to create a member and start aggregating specified financial products. use after confirming user guid and gathering connection credentials or oauth details.
New Comment
Triggers when a new comment is added to a specified Notion block or page.
Create Partner Account
Tool to create a new client account under a partner account. use when provisioning a new constant contact client after obtaining api key and jwt authorization.
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 Partner Account User SSO
Tool to create a new partner account user with single sign-on enabled. use when adding an sso user under a partner client account with 'sso for all users' enabled.
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.
Fetch rewards
Tool to initiate rewards aggregation for a specific member. use after connecting the member to trigger an async rewards job.
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.
Get configurable widget URL
Tool to retrieve a configurable widget url for a user. use after determining the user guid.
Connect any two apps with Notis in the middle.
Notion and Mx technologies, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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