Review an investor's history from Notion
Track a person in Notion and have Fundable retrieve deals they participated in as an investor.
Trigger
New Page
Triggers when a new page is added to a Notion database.
Action
Get Person Investments
Get deals a person participated in as an investor by identifier
Why this helps
Investor outreach takes extra effort when each person's investment history has to be searched separately and remembered later.
- Connect investor tracking with investment history research.
- Prepare for outreach with more context about a person's deals.
- Reduce the need to maintain a separate research reminder.
Setup
Build it in a few focused steps.
- 1Connect Notion and Fundable to Notis once through the portal.
- 2Create an automation or ask Notis to retrieve a person's Fundable investments when an investor page is added to Notion.
- 3Select the Notion New Page trigger for the investor database and choose a channel for run reports.
- 4Test with one real investor record and review the investment history.
Questions about this workflow
Does this return the investor's profile?
This action retrieves deals associated with a person. Use an investor profile lookup when you need profile details.
What if names are shared?
Describe useful identifying context in the prompt and review ambiguous results.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Notion to Fundable. A trigger fires from one place; an action lands in another.
Notion triggers
Fundable actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Look Up Company
Search for a company by name, domain, LinkedIn, or Crunchbase
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Search Funding Rounds
Search and filter funding rounds by company, investor, and round details
All Page Events
Triggers when any Notion page is created or updated across the workspace.
Get Company Rounds
Get deals for a company by identifier
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 Person Investments
Get deals a person participated in as an investor by identifier
New Comment
Triggers when a new comment is added to a specified Notion block or page.
Get Round Investors
Get investors for a specific funding round
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 Investor Profile
Get investor details and statistics by identifier
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.
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.
Connect any two apps with Notis in the middle.
Notion and Fundable, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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