Separate a new sales motion without losing the original lead
When one opportunity branches into a distinct next step, create a separate Nocrm.io record while keeping the original intact.
Trigger
New Page
Triggers when a new page is added to a Notion database.
Action
Duplicate Lead
Tool to duplicate a lead. use when cloning an existing lead into a new step without overwriting original.
Why this helps
Combining separate sales motions in one record can make ownership and next steps difficult to follow.
- Keep a new sales motion distinct from its source opportunity.
- Preserve the existing lead while starting a separate record.
- Make branching opportunities easier to manage.
Setup
Build it in a few focused steps.
- 1Connect Notion and Nocrm.io to Notis once through the portal.
- 2Create a new automation from the portal or ask Notis conversationally.
- 3Describe in one instruction which new Notion sales-step pages should duplicate an existing Nocrm.io lead.
- 4Select the Notion New Page trigger for the relevant database and choose a run-report channel.
- 5Test with one real distinct sales step and confirm the original lead remains intact.
Questions about this workflow
When is duplicating a lead useful?
Use it when a distinct sales motion needs its own record while preserving the existing lead.
Can Notis decide which lead to duplicate?
State how the new Notion page relates to the existing opportunity in the plain-language instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Notion to Nocrm io. A trigger fires from one place; an action lands in another.
Notion triggers
Nocrm io actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add a tag to a lead
Tool to add a tag to a lead. use when you need to assign one or more tags to a specified lead via nocrm.io.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Append to lead's description
Tool to append text to the lead's description. use when you need to add context incrementally without overwriting. example: append 'left voicemail' to lead 1234.
All Page Events
Triggers when any Notion page is created or updated across the workspace.
Assign Lead to User
Tool to assign a lead to a user. use when reassigning a lead to the correct owner to trigger assignment notification.
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.
Change Lead Status to Cancelled
Tool to change a lead's status to 'cancelled'. use after confirming no further follow-up is needed and the lead should be marked as cancelled.
New Comment
Triggers when a new comment is added to a specified Notion block or page.
Change lead status standby
Tool to change a lead's status to 'standby'. use when scheduling follow-up after determining the next contact should occur in a set number of days.
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 Lead
Tool to create a new lead. use when adding a fresh prospect to your pipeline via nocrm.io. example: create a lead titled 'acme corp' assigned to a user.
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.
Delete Lead
Tool to delete a lead. use when you need to permanently remove a specific lead after verifying it is no longer needed.
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.
Duplicate Lead
Tool to duplicate a lead. use when cloning an existing lead into a new step without overwriting original.
Connect any two apps with Notis in the middle.
Notion and Nocrm io, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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