Contractor+ + Notion

Create new database items in Notion for every new client in Contractor+

Seamlessly streamline your workflow with this automation that springs into action each time a new client is added in Contractor+. This process will swiftly create a new database item in Notion, ensuring you never have to worry about manually transferring this crucial information. This integration bolstered process allows you to focus more on your tasks and less on time-consuming data entry work.

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ActionWrite

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Supported triggers and actions

- State
Trigger
Polling
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Client List
Triggers when client list is requested.
Trigger
Polling
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Create Estimate
Creates a new estimate and formats it for Excel sheet export.
Trigger
Instant
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Create Expense
Creates a new expense and formats it for Excel sheet export.
Trigger
Instant
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Get All Payment Modes
Triggers when Payment Modes are requested.
Trigger
Polling
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Invoice List
Triggers when invoices are requested.
Trigger
Polling
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Lead Sources List
Triggers when lead sources are requested.
Trigger
Polling
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Staff List
Triggers when staff list is requested.
Trigger
Polling
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- Task Type
Trigger
Polling
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- Salutation
- First NameRequired
- Last Name
- Client TypeRequired
- Lead
- Is Client Tax Exempt
- Tax Exemption Number
- Billing Address Street
- Billing Address Street 2
- Billing Country
- Billing Country Name
- Billing Address State ID
- Billing Address State
- Billing Address City
- Billing Address Zip Code
- Property Address Same as Billing Address
- Property Tenant Phone
- Property Tenant Phone Code
- Property Tenant Name
- Property Tenant Email
- Gate Code
- Lockbox Code
- Phone Code
- Phone Number
- Phone Type
- Phone is Primary
- Email Address
- Email Type
- Email is Primary
Action
Write
- Expense TitleRequired
- Expense ForRequired
- Expense Description
- Payment Method
- Reference #
- Expense Category IDRequired
- Reimburse To
- AmountRequired
- Total Expense Amount
- Expense DateRequired
- Property Street 1
- Property Street 2
- Property Country
- Property State
- Property City
- Property Zip
- Is Tax Included
- Taxes
Action
Write
- Lead TypeRequired
- Salutation
- First NameRequired
- Last Name
- DescriptionRequired
- Lead StatusRequired
- Source
- Address
- Address 2
- Country
- State
- City
- Zip
- Staff
- ISD Code
- Phone Type
- Phone Number
- Is Primary Phone Number
- Email Address
- Email Type
- Is Primary Email Address
Action
Write
- Work Order TitleRequired
- Work Order DateRequired
- Client IDRequired
- Property IDRequired
- Property Street 1Required
- Property Street 2
- Property CityRequired
- StateRequired
- State IdRequired
- CountryRequired
- Property ZipRequired
- Client Note
- Admin Note
- Terms & Conditions
- Schedule Date
- Show Delegate Work Order
- Delegate To
- Schedule Type
- Is Any Time
- Number of Line Items
Action
Write
- Data SourceRequired
Trigger
Instant
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- Data SourceRequired
Trigger
Instant
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- Data Source
- PageRequired
- Properties to Watch
Trigger
Instant
Try It
- Data Source
- ItemRequired
Action
Write
- Data Source
- Template Mode
Action
Write
- PageRequired
- ContentRequired
- Content Format
Action
Write
- DatabaseRequired
- Title
- Move To
- Display Inline
- Icon (Emoji)
- Move to Trash
- Lock Database
Action
Write
- Data SourceRequired
- Title
- Icon Emoji
- Property Updates (JSON)
Action
Write
Retrieve Database
This action retrieves a database in Notion using the ID of the database.
Action
Write
- Block IdRequired
Action
Search
- Data Source
Action
Search
- Block IDRequired
- Page Size
- Start Cursor
Action
Search
- Page or Database Item IDRequired
Action
Search
- PageRequired
- PropertyRequired
Action
Search
- UserRequired
Action
Search

Create Client
Creates a new client.
Trigger
Instant
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Countries
Triggers when countries are requested.
Trigger
Polling
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Expense Categories
Triggers when expense categories are requested.
Trigger
Polling
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Get Leads
Triggers when leads are requested.
Trigger
Polling
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Create Invoice
Creates a new invoice and formats it for Excel sheet export.
Trigger
Instant
Try It
Create Lead
Creates a new lead and formats it for Excel sheet export.
Trigger
Instant
Try It
Lead Statuses
Triggers when lead statuses are requested.
Trigger
Polling
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- Country
Trigger
Polling
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Create Work Order
Creates a new work order and formats it for Excel sheet export.
Trigger
Instant
Try It
- TitleRequired
- ClientRequired
- PropertyRequired
- Property Street 1Required
- Property Street 2
- Property CityRequired
- Property ZipRequired
- StateRequired
- State IdRequired
- CountryRequired
- Billing ID
- Billing Street 1
- Billing Street 2
- Billing CityRequired
- Billing State IdRequired
- StateRequired
- Billing ZipRequired
- Billing CountryRequired
- Estimate DateRequired
- Estimate Doesn't Expire?
- Expiration Date
- Pass Processing Fee To Client?
- Send Overdue Reminder?
- Number of Line Items
- Discount TypeRequired
- Discount ModeRequired
- Discount (%)
- Discount Total ($)
- My Signature
- Client Signature
- Term Contract
- Client Note
- Admin Note
- Request Deposit Percent
- Request Deposit Type
- Request Deposit Total
- Request Deposit Date
- Show Payment Deposit in Contract
Action
Write
- TitleRequired
- ClientRequired
- PropertyRequired
- Property Street 1Required
- Property Street 2
- Property CityRequired
- Property ZipRequired
- StateRequired
- State IdRequired
- CountryRequired
- Billing ID
- Billing Street 1
- Billing Street 2
- Billing CityRequired
- Billing State IdRequired
- StateRequired
- Billing ZipRequired
- Billing CountryRequired
- Invoice DateRequired
- Payment Due DateRequired
- Pass Processing Fee To Client?
- Send Overdue Reminder?
- PO NumberRequired
- Number of Line Items
- Discount TypeRequired
- Discount Percentage TypeRequired
- Discount
- Discount Total
- My Signature
- Client Signature
- Term Contract
- Client Note
- Admin Note
- Show Payment Deposit in Contract
- Request Deposit Type
- Request Deposit Percent
- Request Deposit Total
- Request Deposit Date
Action
Write
- Client IDRequired
- Property Tenant Name
- Property Tenant Email
- Property Tenant Phone
- Property Tenant Phone Code
- Country
- State ID
- State
- CityRequired
- Street 1Required
- Street 2
- Zip CodeRequired
- Lockbox Code
- Gate Code
Action
Write
- Database
- Data Source
- Page
Trigger
Instant
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- Data SourceRequired
Trigger
Instant
Try It
- PageRequired
Trigger
Instant
Try It
- PageRequired
- Block TypeRequired
- Content
- Programming Language
- Checked
- Icon (Emoji)
Action
Write
- PageRequired
- CommentRequired
Action
Write
- Parent PageRequired
- Title
- Content
- Icon
- Cover
Action
Write
- Item IDRequired
Action
Write
- Data Source
- ItemRequired
- Content
- Content Format
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- 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
- PageRequired
Action
Search
- Block IDRequired
Action
Search
- Page IDRequired
Action
Search
- TitleRequired
- Exact MatchRequired
Action
Search
- Data Source
- Advanced Query (JSON)
Action
Search
- Data Source
- Template Mode
Action
Search or write

About Contractor+

Contractor+ facilitates contractors relationships with their Clients, REI’s & Property Managers. Scheduling, Estimating, Invoicing & more.

Related categories

Scheduling & Booking

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.

Related categories

Task Management

Contractor+ + Notion

Create new database items in Notion for every new client in Contractor+

Cities by State

Client List

Create Estimate

Create Expense

Get All Payment Modes

Invoice List

Lead Sources List

Staff List

Unit List

Create Client

Create Expense

Create Lead

Create Work Order

New Data Source Item

Updated Properties in Data Source Item

Updated Properties on a Page

Archive Data Source Item

Create Data Source Item

Add Content to Page

Update Database

Update Data Source Schema

Retrieve Database

Retrieve Block Children

Find Data Source Items

Get Block Children

Get Page or Data Source Item by ID

Get Page Property

Get User Details

Create Client

Countries

Expense Categories

Get Leads

Create Invoice

Create Lead

Lead Statuses

States by Country

Create Work Order

Create Estimate

Create Invoice

Create Property

New Comment

Updated Content in Data Source Item

Updated Content in Page

Add Block to Page

Add Comment

Create Page

Restore Data Source Item

Update Data Source Item

API Request (Beta)

Retrieve a Page

Get Page Comments

Get Block

Get Page and Children

Find Page (By Title)

Query Data Source (Advanced)

Find or Create Database Item

About Contractor+

Related categories

About Notion

Related categories