Check for existing Nusii clients as a new intake source begins
When you create a new Notion data source for client intake, Notis can list your Nusii clients and help you review whether an incoming client may already have a record. The result gives you a useful checkpoint before proposal preparation.
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 Clients
Tool to retrieve all clients associated with the account. Use when you need to list or browse clients with pagination support.
Why this helps
A new intake database can make duplicate client records more likely when existing clients are hard to check quickly.
- Make existing client records easier to check during intake setup.
- Reduce uncertainty before creating another client entry.
- Use a new source event to establish a helpful review step.
Setup
Build it in a few focused steps.
- 1Connect Notion and Nusii proposals to Notis once through the portal.
- 2Create an automation and describe how the Nusii client list should be used for a review.
- 3Choose the Notion Data Source Created trigger.
- 4Choose a report channel and test by creating an appropriate intake data source.
Questions about this workflow
Does this create or update any clients?
No. It lists clients so the run can support a review. It does not create or change client records.
Why use a source-created event for a client lookup?
It creates a one-time readiness checkpoint when a new intake source is introduced, helping you consider existing client records as the process starts.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Notion to Nusii proposals. A trigger fires from one place; an action lands in another.
Notion triggers
Nusii proposals actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Archive Proposal
Tool to archive a specific proposal in Nusii. Use when you need to archive a proposal that is no longer active.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Client
Tool to create a new client in Nusii Proposals. Use when you need to add a client with their contact and business details. Returns the created client's information including unique identifier.
All Page Events
Triggers when any Notion page is created or updated across the workspace.
Create Line Item
Tool to create a line item within a proposal section. Use when you need to add a cost item to a specific section of a proposal.
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 Proposal
Tool to create a new proposal in Nusii. Use when you need to initialize a proposal with title, client information, and optional configuration settings.
New Comment
Triggers when a new comment is added to a specified Notion block or page.
Create Section
Tool to create a section for a proposal or template in Nusii Proposals. Use when you need to add a new section to a proposal or template.
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 Webhook Endpoint
Tool to create a webhook endpoint to subscribe to Nusii events. Use when you need to register a new webhook for receiving event notifications.
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 a client
Tool to delete a specific client from Nusii account. Use when you need to permanently remove a client record.
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.
Delete Line Item
Tool to delete a line item from Nusii. Use when you need to remove a specific line item by its ID.
Connect any two apps with Notis in the middle.
Notion and Nusii proposals, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Nusii proposals.