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Notis

Bring sales page discussion into Nutshell

Comments can hold quick decisions and customer details. Let Notis add relevant discussion context to Nutshell so it is easier to find during follow-up.

Trigger

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.

Action

Create Notes

Tool to create a note in Nutshell. Use when you need to add notes to contacts, leads, accounts, or other entities in Nutshell CRM. The note will be attached to the specified parent entity.

Why this helps

Useful details shared in a comment thread can be overlooked when the CRM record is where follow-up work happens.

  • Bring relevant comment context closer to the CRM record.
  • Reduce searching through page discussions before follow-up.
  • Preserve useful team input alongside the sales context.

Setup

Build it in a few focused steps.

  • 1Connect Notion and Nutshell to Notis through the portal; ensure the Notion connection has permission to read comments.
  • 2Create an automation with a plain-language instruction to add relevant comments on sales pages as Nutshell notes.
  • 3Choose the Notion Comment Created trigger and select a channel for run reports.
  • 4Add one real comment to a sales page and verify the corresponding note in Nutshell.

Questions about this workflow

Does this require special Notion access?

Yes. The Notion integration needs the Read comments capability. If it was authorized before that capability was enabled, reauthorize the connection.

Can comments be scoped to certain pages?

The trigger supports an optional page filter. Describe the relevant sales-page scope when setting up the automation.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Notion to Nutshell. A trigger fires from one place; an action lands in another.

Notion triggers

Nutshell actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Accounts

Tool to create one or more accounts in Nutshell. Use when you need to add new company accounts. Each account must have at least one of: name, phone, email, address, or url.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Custom Field for Accounts

Tool to create a custom field for accounts in Nutshell. Use when you need to add new custom fields to track additional information on company accounts. Supports Text, LongText, Currency, Date, and Decision field types.

ActionInstant

All Page Events

Triggers when any Notion page is created or updated across the workspace.

TriggerPolling

Create Activities

Tool to create one or more activities in Nutshell CRM. Use when you need to log a completed activity or schedule a future activity such as phone calls, meetings, emails, or notes. All activity fields are optional except the activities array itself. At minimum, provide a name or activityType for meaningful activities.

ActionInstant

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.

TriggerInstant

Create Contacts

Tool to create one or more contacts in Nutshell CRM. Use when you need to add new contacts to the system. Each contact must have at least one identifier field (name, phone, email, address, or url).

ActionInstant

New Comment

Triggers when a new comment is added to a specified Notion block or page.

TriggerPolling

Create Lead

Tool to create a lead in Nutshell CRM using the JSON-RPC API. Use when you need to add a new lead to the system. The description field is required, while other fields like manualValue, dueTime, customFields, and links are optional.

ActionInstant

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.

TriggerInstant

Create Custom Field for Leads

Tool to create a custom field for leads in Nutshell. Use when you need to add new custom fields to track additional information on leads. Supports Text, Email, Currency, and Date field types.

ActionInstant

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.

TriggerInstant

Create Notes

Tool to create a note in Nutshell. Use when you need to add notes to contacts, leads, accounts, or other entities in Nutshell CRM. The note will be attached to the specified parent entity.

ActionInstant

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.

TriggerInstant

Create Sources

Tool to create new sources in Nutshell CRM. Use when you need to add source tracking for leads or contacts. Sources help categorize where leads originate (e.g., organic search, paid ads).

ActionInstant

Connect any two apps with Notis in the middle.

Notion and Nutshell, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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