Check Nocrm.io teams when setting up a new sales data source
Starting a new prospect workflow? Bring your available Nocrm.io teams into the setup moment so routing choices are easier to make.
Trigger
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.
Action
List All Teams
Tool to retrieve all teams. use when you need to fetch every team and its members from nocrm.io.
Why this helps
A new intake process can be designed without checking who is available to own and support its leads.
- Bring team information into a new sales intake setup.
- Reduce back-and-forth when deciding how a workflow will be owned.
- Make a structural Notion change a cue to review routing.
Setup
Build it in a few focused steps.
- 1Connect Notion and Nocrm.io to Notis once through the portal.
- 2Create an automation in the portal or ask Notis conversationally.
- 3Give one instruction asking Notis to retrieve Nocrm.io teams when a sales data source is created and report the useful team information.
- 4Choose Data Source Created and select a channel for run reports.
- 5Test with a suitable setup scenario and review the returned team information.
Questions about this workflow
Does this action assign leads?
No. The available action retrieves all Nocrm.io teams and their members.
Why is this useful during setup?
It can give you team context while planning ownership for a newly created Notion sales data source.
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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