Create new Notion database items from new Wealthbox CRM notes
With this workflow, every time a new note is added in your Wealthbox CRM, a corresponding item will immediately be made in your Notion database. This helps in maintaining a comprehensive and organized documentation, eliminating the need for manual data entry. It ensures that your records in Wealthbox CRM and Notion stay updated and consistent, improving your business efficiency.
With this workflow, every time a new note is added in your Wealthbox CRM, a corresponding item will immediately be made in your Notion database. This helps in maintaining a comprehensive and organized documentation, eliminating the need for manual data entry. It ensures that your records in Wealthbox CRM and Notion stay updated and consistent, improving your business efficiency.
- When this happens...New Note
Triggers when a new note is created.
- automatically do this!Create Data Source Item
Creates an item in a data source.
- Free forever for core features
- 14 day trial for premium features & apps