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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.

When this happens...
Create ClientCreates a new client.
TriggerInstant
automatically do this!
Create Data Source ItemCreates an item in a data source.
ActionWrite

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More things you can do with Contractor+ and Notion

Discover other triggers and actions you can use with Contractor+ and Notion

- 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
Try It
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
Try It
- Task_type
Trigger
Polling
Try It
- Salutation
- First Name
  Required
- Last Name
- Client Type
  Required
- 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 Title
  Required
- Expense For
  Required
- Expense Description
- Payment Method
- Reference #
- Expense Category ID
  Required
- Reimburse To
- Amount
  Required
- Total Expense Amount
- Expense Date
  Required
- Property Street 1
- Property Street 2
- Property Country
- Property State
- Property City
- Property Zip
- Is Tax Included
- Taxes
Action
Write
- Lead Type
- Salutation
- First Name
  Required
- Last Name
- Description
- Lead Status
- 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 Title
  Required
- Work Order Date
  Required
- Client ID
  Required
- Property ID
  Required
- Property Street 1
  Required
- Property Street 2
- Property City
  Required
- State
  Required
- State Id
  Required
- Country
  Required
- Property Zip
  Required
- 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 Source
  Required
Trigger
Instant
Try It
- Data Source
  Required
Trigger
Instant
Try It
- Data Source
- Page
  Required
- Properties to Watch
Trigger
Instant
Try It
- Data Source
- Item
  Required
Action
Write
- Data Source
- Template Mode
Action
Write
- Page
  Required
- Content
  Required
- Content Format
Action
Write
- Database
  Required
- Title
- Move To
- Display Inline
- Icon (Emoji)
- Move to Trash
- Lock Database
Action
Write
- Data Source
  Required
- Title
- Icon Emoji
- Property Updates (JSON)
Action
Write
- File_upload_note
- Page (or Block) ID
  Required
- File
  Required
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
- 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

Create Client
Creates a new client.
Trigger
Instant
Try It
Countries
Triggers when countries are requested.
Trigger
Polling
Try It
Expense Categories
Triggers when expense categories are requested.
Trigger
Polling
Try It
Get Leads
Triggers when leads are requested.
Trigger
Polling
Try It
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
Try It
- Country
Trigger
Polling
Try It
Create Work Order
Creates a new work order and formats it for Excel sheet export.
Trigger
Instant
Try It
- Title
  Required
- Client
  Required
- Property
  Required
- Property Street 1
  Required
- Property Street 2
- Property City
  Required
- Property Zip
  Required
- State
  Required
- State Id
  Required
- Country
  Required
- Billing ID
- Billing Street 1
- Billing Street 2
- Billing City
- Billing State Id
- State
- Billing Zip
- Billing Country
- Estimate Date
  Required
- Estimate Doesn't Expire?
- Expiration Date
- Pass Processing Fee To Client?
- Send Overdue Reminder?
- Number of Line Items
- Discount Type
  Required
- Discount Mode
  Required
- 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
- Title
  Required
- Client
  Required
- Property
  Required
- Property Street 1
  Required
- Property Street 2
- Property City
  Required
- Property Zip
  Required
- State
  Required
- State Id
  Required
- Country
  Required
- Billing ID
- Billing Street 1
- Billing Street 2
- Billing City
- Billing State Id
- State
- Billing Zip
- Billing Country
- Invoice Date
  Required
- Payment Due Date
  Required
- Pass Processing Fee To Client?
- Send Overdue Reminder?
- PO Number
  Required
- Number of Line Items
- Discount Type
  Required
- Discount Percentage Type
  Required
- 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 ID
  Required
- Property Tenant Name
- Property Tenant Email
- Property Tenant Phone
- Property Tenant Phone Code
- Country
- State ID
- State
- City
  Required
- Street 1
  Required
- Street 2
- Zip Code
  Required
- Lockbox Code
- Gate Code
Action
Write
- Database
- Data Source
- Page
Trigger
Instant
Try It
- About content markdown
- Data Source
  Required
Trigger
Instant
Try It
- About content markdown
- Page
  Required
Trigger
Instant
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
- Item ID
  Required
Action
Write
- Data Source
- Item
  Required
- Content
- Content Format
Action
Write
- File_upload_note
- Data Source
  Required
- Item
  Required
- File Property
  Required
- File
  Required
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
Action
Search
- Page ID
  Required
Action
Search
- Title
  Required
- Exact_match
  Required
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.

HelpHelp

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.

Learn moreLearn moreHelpHelp

Related categories

Task Management