Add a lead to a Notion pipeline board when a rep moves it to Pipeline

Why teams run it

Founders who run pipeline in Notion get leads there without retyping them.

Set it up in Master Inbox

1. In Master Inbox, open Settings, then Workflows, and click Add a workflow.
2. Name it Add a lead to a Notion pipeline board when a rep moves it to Pipeline.
3. Set the trigger to Moved to List and choose Pipeline.
4. Add the action Send a webhook: Send name, email, company, labels and thread URL to Zapier, which creates a Notion database item.
5. Save the workflow and switch it to Active.

Or create it with the API

Everything in the workflow builder is also in the Master Inbox API. This request creates the same workflow. Replace the example ids with your own label, list and campaign ids from GET /workflows/filter-fields.

curl -X POST https://api.masterinbox.com/api/api-webhook/v1/api/workflows/create-workflow \
  -H "Authorization: Bearer $MASTER_INBOX_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
  "name": "Add a lead to a Notion pipeline board when a rep moves it to Pipeline",
  "trigger_type": "moved_to_list",
  "trigger_config": {
    "inbox_type_ids": [
      52310
    ]
  },
  "action_configs": [
    {
      "action_type": "webhook",
      "webhook_url": "https://hooks.example.com/master-inbox",
      "webhook_payload_variables": [
        "name",
        "email",
        "company_name",
        "label_names",
        "thread_url",
        "text"
      ]
    }
  ]
}'

Full reference: workflow API guide and API docs.

Or ask Claude, ChatGPT or Grok to build it

Learn more

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