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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Client Added" from JenesisNow.

Add your action

An action happens after the trigger—such as "Add Block to Page" in Notion.

You’re connected!

Zapier seamlessly connects JenesisNow and Notion, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Client Added
Triggers when a new client is added.
Trigger
Instant
Try It
- Data Source (required)
- Filter by Creation Time
Trigger
Polling
Try It
- Data Source (required)
Trigger
Polling
Try It
- Page
  Required
- Block Type
  Required
- Content
- Programming Language
- Checked
- Icon (Emoji)
Action
Write
- Page
  Required
- Comment
  Required
Action
Write

- Parent_page
  Required
- Title
- Content
- Icon
- Cover
Action
Write
- Page
  Required
- Content
  Required
- Content Format
Action
Write

- Data Source
- Item
  Required
- Content
- Content Format
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Retrieve a Page
This action retrieves a specific page from Notion using its ID. The page id can be a normal page or a database item.
Action
Write
- Page
  Required
Action
Search
- Block ID
  Required
- Page Size
- Start Cursor
Action
Search
- Page or Database Item ID
  Required
Action
Search
- Page
  Required
- Property
  Required
Action
Search
- User
  Required
Action
Search

New Policy Created
Triggers when a new policy is created.
Trigger
Instant
Try It
- Database
- Data Source
- Page
Trigger
Instant
Try It
- Page_id
  Required
Trigger
Polling
Try It
- Database
  Required
- Item
  Required
Action
Write
- Data Source
- Content
- Content Format
Action
Write
- Page ID
  Required
- New Parent ID
  Required
- New Parent Type
Action
Write
- Item ID
  Required
Action
Write
- Database ID
  Required
- Database Title
- Database Description
- Icon (Emoji)
- Property Updates (JSON)
Action
Write
Retrieve Database
This action retrieves a database in Notion using the ID of the database.
Action
Write
- BlockId
  Required
Action
Search
- Data Source
Action
Search
- Page ID
  Required
Action
Search
- Title
  Required
- Exact_match
  Required
Action
Search
- Database ID
  Required
- Advanced Query (JSON)
Action
Search
- Data Source
- Content
- Content Format
Action
Search or write

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect JenesisNow and Notion to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Notion on the Zapier blog

Make work flow with AI

Level up your JenesisNow to Notion integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About JenesisNow

JenesisNow is an insurance agency management system that helps manage clients, track policies, and streamline operations

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Related categories

CRM (Customer Relationship Management)

About Notion

A new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.