Check updated CRM records before follow-up
Make the follow-up page in Notion and let Notis surface recent CRM record updates before you reach out.
Trigger
Page Created
Triggers when a new Notion page is created. Customer optionally scopes with at most one of: - data_source_id: new row in this data source - parent_page_id: new sub-page under this page (immediate parent only) With neither set, fires for any new page in the workspace the integration has access to. Notion sends ~60s aggregation latency on most events.
Action
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.
Why this helps
A follow-up can be based on stale information when a CRM record changed since the last check.
- Review new CRM changes as part of follow-up preparation.
- Reduce the risk of repeating a request already handled by someone else.
- Keep customer outreach grounded in recent record activity.
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 ask Notis to check updated CRM records when you create a follow-up page.
- 3Write one instruction asking Notis to retrieve recently updated records from the relevant folder and summarize changes that could affect the follow-up.
- 4Select the Notion Page Created trigger and choose a channel for run reports.
- 5Create one real follow-up page and review the change summary before contacting the person.
Questions about this workflow
Does this send the follow-up email?
No. It retrieves updated CRM records to inform your next step.
Can I focus the report on particular changes?
Yes. Mention in the prompt what kinds of CRM changes should be highlighted.
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.
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When this happens · Trigger
Do this · Action
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