Start customer onboarding without starting from scratch
Make the first step visible before the next task arrives.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Page
Tool to create a new confluence page in a specified space. use when you need to create new documentation or content.
Why this helps
New customer onboarding depends on remembering a sequence while also serving existing customers.
- Creates a consistent onboarding starting point
- Prevents early commitments from disappearing
- Makes progress easy to review
Setup
Build it in a few focused steps.
- 1Connect Square and Confluence to Notis once through the portal.
- 2Create the automation in the portal or ask Notis to create it in a conversation.
- 3Instruct Notis to create a Confluence onboarding page for each new Square customer webhook with welcome context, promised deliverables, milestones, and next actions.
- 4Choose an incoming webhook trigger and a reporting channel.
- 5Test with one new customer record.
Questions about this workflow
Can I use my own onboarding sequence?
Yes. Include the sequence and preferred page structure in the plain-language instruction.
Can Notis identify the responsible owner?
Ask it to include an owner based on the information available in the webhook or your instructions.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Square to Confluence. A trigger fires from one place; an action lands in another.
Square triggers
Confluence actions
Add Content Label
Tool to add labels to a piece of content. use after obtaining the content id to tag pages or blog posts with metadata labels.
Get Space by ID
Tool to retrieve a confluence space by its id. use when you need detailed metadata of a specific space.
Create Blogpost
Tool to create a new confluence blog post. use when you need to publish content in a specific space.
Create Blogpost Property
Tool to create a property on a specified blog post. use when you need to add custom metadata to a blog post.
Create Whiteboard Property
Tool to create a new content property on a whiteboard. use when you need to attach custom metadata to a confluence whiteboard.
Create Page
Tool to create a new confluence page in a specified space. use when you need to create new documentation or content.
Create Page Property
Tool to create a property on a confluence page. use when you need to add custom metadata or settings to a page.
Create Private Space
Tool to create a private confluence space. use when you need an isolated workspace viewable only by its creator.
Connect any two apps with Notis in the middle.
Not just Square and Confluence. Any combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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