Review new CRM records once a day
Replace repeated checking with one scheduled summary of new CRM records to help you decide what deserves attention today.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get New Records
Tool to find recently created records in NetHunt CRM. Use when you need to retrieve records that were created after a specific time in a given folder. Returns record details including ID, creation time, and field values. If no 'since' time is specified, returns records from the last 24 hours.
Why this helps
Frequent inbox and CRM checking fragments attention, while newly created customer records can still slip through.
- See new CRM records in one predictable daily review.
- Reduce the urge to check CRM throughout the day.
- Make customer activity easier to triage alongside Notion planning.
Setup
Build it in a few focused steps.
- 1Connect Notion and NetHunt CRM to Notis once in the portal.
- 2Create an automation in the portal or tell Notis in plain language to summarize newly created NetHunt records daily.
- 3Write one instruction asking Notis to retrieve new records from the relevant folder and produce a short, prioritized digest with useful Notion context.
- 4Choose a daily schedule, select a channel for run reports, and create the automation.
- 5Run once or wait for the first scheduled report, then confirm the summary is easy to act on.
Questions about this workflow
Can it include records from a specific folder?
Describe the relevant folder in the instruction; the action retrieves new records from a given folder.
Does the workflow change records?
No. It retrieves and summarizes recently created records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Notion to NetHunt CRM. A trigger fires from one place; an action lands in another.
Notion triggers
NetHunt CRM actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Delete Record
Tool to delete a NetHunt CRM record by ID. Use when you need to permanently remove a record from the system.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Find Records
Tool to find records by ID or text query in NetHunt CRM. Search for records within a folder using record ID or search query. Use when you need to locate specific records in a folder.
All Page Events
Triggers when any Notion page is created or updated across the workspace.
Get New Call Logs
Find recently created call logs in NetHunt CRM. Returns call logs created after a specified time. Use when you need to retrieve new call activity from a specific folder.
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 New Comments
Tool to find recently created record comments in a NetHunt CRM folder. Returns comments created after a specified time (defaults to last 24 hours).
New Comment
Triggers when a new comment is added to a specified Notion block or page.
Get New Google Drive Files
Tool to find recently created Google Drive files linked to NetHunt CRM records. Use when you need to retrieve files created after a specific time in a NetHunt folder. Returns file metadata including Google Drive links, MIME types, and associated record IDs. Useful for tracking new document uploads and file attachments.
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 New Records
Tool to find recently created records in NetHunt CRM. Use when you need to retrieve records that were created after a specific time in a given folder. Returns record details including ID, creation time, and field values. If no 'since' time is specified, returns records from the last 24 hours.
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.
Get Record Changes
Tool to find recent record changes in a NetHunt CRM folder. Returns change history including CREATE, UPDATE, DELETE actions with field-level diffs. Use when you need to track modifications to records, audit changes, or sync data based on recent updates.
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 Updated Records
Tool to find recently updated records in NetHunt CRM. Returns records updated after a specified time, optionally filtered by field names. Use when you need to track changes or sync records that have been modified.
Connect any two apps with Notis in the middle.
Notion and NetHunt CRM, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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