Notion + Salesforce
Create Salesforce notes from new Notion database items
Boost your productivity by ensuring that every new database item in your Notion application results in a note being created in Salesforce. This seamless connection ensures you never miss an update and keeps all your valuable information in one place. Increase efficiency, stay organized, and improve your sales process with this simple, powerful automation.
Boost your productivity by ensuring that every new database item in your Notion application results in a note being created in Salesforce. This seamless connection ensures you never miss an update and keeps all your valuable information in one place. Increase efficiency, stay organized, and improve your sales process with this simple, powerful automation.
- When this happens...
New Database ItemTriggers when a new item is created in a database.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create NoteCreates a new note and links it to a parent record
ActionWriteCreate a new record or update an existing record in your app.
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DatabaseRequired
Content
Content Format
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PageRequired
ContentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
Apply standard error handling?Required
HTTP MethodRequired
URLRequired
Query String Parameters
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Retrieve Database
This action retrieves a database in Notion using the ID of the database.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PageRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appTitleRequired
Exact MatchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDatabaseRequired
Content
Content Format
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Contact
Triggers when a new Contact is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSalesforce ObjectRequired
Record (Optional)
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Disclaimer
Salesforce ObjectRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCampaignRequired
ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CampaignRequired
LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Salesforce ObjectRequired
Description
Attachment visibility
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Contact
Creates a new contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Title
Description
Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note TitleRequired
Note
Salesforce ObjectRequired
Note Visibility
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ToRequired
CC
BCC
SubjectRequired
Email FormatRequired
Sender TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Search Results
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE ClauseRequired
Sort by
Sort Order
Maximum Number of Records
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
PageRequired
CommentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent PageRequired
Title
Content
Icon
Cover
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DatabaseRequired
ItemRequired
Content
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Block IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDatabaseRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPageRequired
CommentRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Lead
Triggers when a new Lead is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSalesforce ObjectRequired
RecordRequired
FileRequired
VisibilityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
AccountRequired
Opportunity
Create new opportunity?
Converted StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent ObjectRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note TitleRequired
Note ContentRequired
Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Warning
Salesforce ObjectRequired
Record IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact to UpdateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Apply standard error handling?Required
HTTP MethodRequired
URLRequired
Query String Parameters
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE clauseRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Record IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE ClauseRequired
Sort by
Sort Order
Maximum Number of Records
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About Notion
Related categories
About Salesforce
Related categories
Related Zap Templates
- Update Notion database items whenever fields on Salesforce records are updated
- Add new Salesforce records to Notion as database items
- Update Salesforce records when new Notion database items are added
- Create Salesforce leads from new Notion database items
- Add new Notion database items to Salesforce campaigns as leads
- Create Salesforce records for new Notion database items
- Update Notion database items when new Salesforce records are created
- Update Notion database items with new Salesforce outbound messages
- Add new Notion database items to Salesforce campaigns as leads
- Create new Notion pages from updated Salesforce records
- Create new Notion pages for each new Salesforce record
- Create database items in Notion for new outbound messages from Salesforce
- Update Salesforce records to create new items in Notion database
- Create new Notion database items from updated Salesforce records
- Create new items in Notion when new contacts are added in Salesforce
- Create database items in Notion for new leads in Salesforce
- Update Salesforce records when Notion database items are updated
- Create new Salesforce records when new Notion database items are added
- Update Notion database items when Salesforce records are updated
- Update database items in Notion when new contacts are added in Salesforce
- Update Notion contents when Salesforce records are updated
Related Zap Templates
- Update Notion database items whenever fields on Salesforce records are updated
- Create Salesforce leads from new Notion database items
- Update Notion database items when new Salesforce records are created
- Create new Notion pages from updated Salesforce records
- Update Salesforce records to create new items in Notion database
- Add new Salesforce records to Notion as database items
- Add new Notion database items to Salesforce campaigns as leads
- Update Notion database items with new Salesforce outbound messages
- Create new Notion pages for each new Salesforce record
- Create new Notion database items from updated Salesforce records
- Update Salesforce records when new Notion database items are added
- Create Salesforce records for new Notion database items
- Add new Notion database items to Salesforce campaigns as leads
- Create database items in Notion for new outbound messages from Salesforce
- Create new items in Notion when new contacts are added in Salesforce