Markate + Notion

Create data source items in Notion for new leads in Markate

Elevate your lead management strategy with this efficient workflow. Each time a new lead pops up in Markate, this process instantly creates a corresponding entry in Notion. This seamless transfer of data ensures that all essential lead information is captured without delay, enabling you to concentrate on converting those potential clients into loyal customers.

When this happens...
New Lead
Triggers when a lead is added, also filter by status, source type, customer source, lead label, lead stage.
TriggerPolling
automatically do this!
Create Data Source Item
Creates an item in a data source.
ActionWrite

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Supported triggers and actions

New Call From Kate-Ai Receptionist
Triggers when a new call is added by Kate-AI Receptionist.
Trigger
Polling
Try It
New Customer Group
Triggers when a new customer group is created.
Trigger
Polling
Try It
- Status
- Customer
Trigger
Polling
Try It
- Status
- Type
- Customer Source
Trigger
Polling
Try It
- Status
- Customer
Trigger
Polling
Try It

- Customer TypeRequired
- First NameRequired
- Last Name
- Company
- Email
- Mobile
- Other Phone
- Billing Address
- Suite/Unit
- City
- Zip/Postal Code
- State
- Notes
- Customer Source
- Customer Group
Action
Write
- Customer TypeRequired
- NameRequired
- Phone
- Other Phone
- Email
- Company
- Address
- Suite/Unit
- City
- Zip
- State
- Source
- Customer Source
- Lead Label
- Notes
Action
Write

- Data SourceRequired
Trigger
Instant
Try It
- Data SourceRequired
Trigger
Instant
Try It
- 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
- File Upload Note
- Page (or Block) IDRequired
- FileRequired
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

New Customer
Triggers when a new customer is added.
Trigger
Polling
Try It
New Customer Source
Triggers when a new customer source is created.
Trigger
Polling
Try It
- Status
- Customer
Trigger
Polling
Try It
New Lead Label
Triggers when a new lead label is added.
Trigger
Polling
Try It
Work Order Scheduled
Triggers when a work order is scheduled.
Trigger
Polling
Try It
- NameRequired
Action
Write
- Database
- Data Source
- Page
Trigger
Instant
Try It
- 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
- File Upload Note
- Data SourceRequired
- ItemRequired
- File PropertyRequired
- FileRequired
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 Markate

Markate is a business management tool for home service providers, featuring CRM, job management, sales automation, and marketing capabilities.

Related categories

CRM (Customer Relationship Management)

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 more

Related categories

Task Management

Markate + Notion

Create data source items in Notion for new leads in Markate

New Call From Kate-Ai Receptionist

New Customer Group

New Estimate

New Lead

Work Order Completed

Create Customer

Create Lead

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

Upload File to Page or Block

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

New Customer

New Customer Source

New Invoice

New Lead Label

Work Order Scheduled

Create Customer Source

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

Upload File to 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 Markate

Related categories

About Notion

Related categories