Firm360 + Notion

Firm360 + Notion integrations

Update Notion items when projects in Firm360 are updated

Keep your Notion database up-to-date with the latest project changes from Firm360. This seamless workflow activates whenever there's an update in your Firm360 projects and instantly creates a new item in your Notion database. This is a perfect solution for ensuring you always have accurate, current data at your fingertips, without the need to manually enter or update information.

When this happens...
Project UpdatedTriggers when project is created or status is changed.
TriggerPolling
automatically do this!
Create Data Source ItemCreates an item in a data source.
ActionWrite

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More things you can do with Firm360 and Notion

Discover other triggers and actions you can use with Firm360 and Notion

Client Added or Updated
Triggers when client is added or updated.
Trigger
Polling
Try It
- Name
  Required
- Number
- Entity Type
  Required
- Partner In Charge
  Required
- Manager
- Bookkeeper
- Terms
  Required
- Status
  Required
- Tax ID
  Required
- Tags
- State Tax ID
- Notes
- Registration Date
- Industry
- Phone
- Address 1
- Address 2
- City
- State
- Zip
- Country
- Invoice Delivery Method
- CapitalizationPolicy
- Accounting Basis
- Communication Preference
- Delivery Method
- Location
- Parent Billing Client
- Fiscal Year End
- Referred By
- Custom Fields
Action
Write
- Name
  Required
- Client
  Required
- Project Template
  Required
- Assigned To
- Status
  Required
Action
Write
- Number
- Name
Action
Search
- Client
- Name
Action
Search

- Number
- Name
  Required
- Entity Type
  Required
- Partner In Charge
  Required
- Manager
- Bookkeeper
- Terms
  Required
- Status
  Required
- Tax ID
  Required
- Tags
- State Tax ID
- Notes
- Registration Date
- Industry
- Phone
- Address 1
- Address 2
- City
- State
- Zip
- Country
- Invoice Delivery Method
- CapitalizationPolicy
- Accounting Basis
- Communication Preference
- Delivery Method
- Location
- Parent Billing Client
- Fiscal Year End
- Referred By
- Custom Fields
Action
Search or write
- Client
  Required
- Name
  Required
- Project Template
  Required
- Assigned To
- Status
  Required
Action
Search or write

- Database
- Data Source
- Page
Trigger
Instant
Try It
- Data Source
  Required
Trigger
Instant
Try It
- 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

Project Updated
Triggers when project is created or status is changed.
Trigger
Polling
Try It
- Client
  Required
- Salutation
- First Name
  Required
- Middle Name
- Last Name
  Required
- Nickname
- Title
- Notes
- Date of Birth
- Email
  Required
- Tax ID
  Required
- Home Phone
- Work Phone
- Mobile Phone
- Address 1
- Address 2
- City
- State
- Zip
- Country
- State Drivers License Numeber
- State Drivers License Expiration
- Contact Type
  Required
- Primary Contact Flag
  Required
- Spouse Contact Flag
  Required
Action
Write
- Name
  Required
- Client
  Required
- Project Template
  Required
- Assigned To
- Recurring Type
  Required
- Next Date
  Required
Action
Write
- Email
  Required
- Client
  Required
Action
Search
- Client
- Name
Action
Search
- Email
  Required
- Client
  Required
- Salutation
- First Name
  Required
- Middle Name
- Last Name
  Required
- Nickname
- Title
- Notes
- Date of Birth
- Tax ID
  Required
- Home Phone
- Work Phone
- Mobile Phone
- Address 1
- Address 2
- City
- State
- Zip
- Country
- State Drivers License Numeber
- State Drivers License Expiration
- Contact Type
  Required
- Primary Contact Flag
  Required
- Spouse Contact Flag
  Required
Action
Search or write
- Client
  Required
- Name
  Required
- Project Template
  Required
- Assigned To
- Recurring Type
  Required
- Next Date
  Required
Action
Search or 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

About Firm360

Firm360 is an all-in-one practice management system for accounting firms.

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Related categories

Accounting

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.

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Related categories

Task Management