Firm360 + Notion
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.
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 Updated
Triggers when project is created or status is changed.
- automatically do this!Create Database Item
Creates an item in a database.
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Client Added or Updated
Triggers when client is added or updated.
Try ItNameRequired
Number
Entity TypeRequired
Partner In ChargeRequired
Manager
Bookkeeper
TermsRequired
StatusRequired
Tax IDRequired
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
NameRequired
ClientRequired
Project TemplateRequired
Assigned To
StatusRequired
Number
Name
Project Updated
Triggers when project is created or status is changed.
Try ItClientRequired
Salutation
First NameRequired
Middle Name
Last NameRequired
Nickname
Title
Notes
Date of Birth
EmailRequired
Tax IDRequired
Home Phone
Work Phone
Mobile Phone
Address 1
Address 2
City
State
Zip
Country
State Drivers License Numeber
State Drivers License Expiration
Contact TypeRequired
Primary Contact FlagRequired
Spouse Contact FlagRequired
NameRequired
ClientRequired
Project TemplateRequired
Assigned To
Recurring TypeRequired
Next DateRequired
EmailRequired
ClientRequired