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Resources & Tools

Important Updates

Here are some of the most recent updates we thought would be helpful to take note of

Notion Actions & Triggers in Automation

New Feature: Notion Actions & Triggers in Automation

September 19, 20251 min read

Notion helps you manage internal documentation and large chunks of data, so it’s only logical that you’ll want to link your databases with your CRM. With this update, you can connect your Notion account and build live, CRM-powered knowledge bases and content repositories. Let's learn how!

⭐️ How To Use Notion Actions & Triggers?

  1. First, head to the Integration section inside your account settings and click “connect” under Notion.

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  1. Choose a Notion trigger or action.

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  1. Fields will appear to create a mapping in downstream actions; these will be used to retrieve metadata from Notion.

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  1. Test your trigger or action before saving to ensure proper connection.

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⭐️Why Is This Feature Beneficial To Your Company?

  • Easy Data Management: Capture client data or form submissions directly into Notion, keeping both platforms updated and synchronized.

  • Information Organization: Build dynamic knowledge bases, proposals, and project wikis in the platform you’re most used to without losing data inside your CRM.

  • Automated Syncronization: This reduces manual updates and eliminates the need for third-party automation tools by building an integrated bridge.

The integration helps you connect your existing Notion databases to your CRM. This is a great way to keep your information updated and properly organized without having to switch systems completely.

New FeatureNew UpdateAutomationsWorkflowsNotionActionsTriggers
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Automation Assistant

Hey there, it's great to introduce you to our Automation Assistant – your new ally in navigating our amazing software. This digital buddy is the result of a lot of hard work from our team and a sprinkle of AI magic. But what's it all about? Well, think of it as your personal guide to becoming a software pro. It's here to keep you in the loop with updates, show you the ropes with helpful videos, and share insights that will make you a software whiz. We understand that mastering software can sometimes be a challenge, but with the Automation Assistant by your side, you've got a friend who's always ready to lend a hand and ensure your success in the software world. So, welcome your new companion, and let's conquer this software adventure together!

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