Notion + Salesforce

Create Notion database items from new or updated Salesforce files on record

Keep your Notion database up-to-date with details from Salesforce with this intuitive workflow. Whenever a file is updated or added to a Salesforce record, corresponding information is effortlessly delivered to your Notion database. Embrace the simplicity of this process to maintain agile notetaking and efficient data management, saving you valuable time and eliminating the need for manual entry.

When this happens...
New or Updated File on Record
Triggers when an attachment, note, or content document is added or updated on any record of the specified Salesforce object.
TriggerPolling
automatically do this!
Create Database Item
Creates an item in a database.
ActionWrite

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Supported triggers and actions

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
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- History ObjectRequired
Trigger
Polling
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce ObjectsRequired
Trigger
Polling
Try It
- Salesforce ObjectRequired
Trigger
Polling
Try It

- Salesforce ObjectRequired
- RecordRequired
- FileRequired
- VisibilityRequired
Action
Write
- LeadRequired
- AccountRequired
- Opportunity
- Create new opportunity?
- Converted StatusRequired
Action
Write

- Parent ObjectRequired
- Use Assignment Rules
Action
Write
- Note TitleRequired
- Note ContentRequired
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce ObjectRequired
- Record IDRequired
Action
Write
- Contact to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce ObjectRequired
Action
Search
- Salesforce ObjectRequired
- Record IDRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
- Page
Trigger
Instant
Try It
- Page IdRequired
Trigger
Polling
Try It
- DatabaseRequired
- ItemRequired
Action
Write
- DatabaseRequired
- Content
- Content Format
Action
Write
- Page IDRequired
- New Parent IDRequired
- New Parent Type
Action
Write
- Item IDRequired
Action
Write
- Database IDRequired
- Database Title
- Database Description
- Icon (Emoji)
- Property Updates (JSON)
Action
Write
Retrieve Database
This action retrieves a database in Notion using the ID of the database.
Action
Write
- Block IdRequired
Action
Search
- DatabaseRequired
Action
Search
- Page IDRequired
Action
Search
- TitleRequired
- Exact MatchRequired
Action
Search
- Database IDRequired
- Advanced Query (JSON)
Action
Search
- DatabaseRequired
- Content
- Content Format
Action
Search or write

New Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce ObjectRequired
- Record (Optional)
Trigger
Polling
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce ObjectRequired
Trigger
Polling
Try It
- CampaignRequired
- ContactRequired
Action
Write
- CampaignRequired
- LeadRequired
Action
Write
- FileRequired
- Salesforce ObjectRequired
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
Action
Write
- Note TitleRequired
- Note
- Salesforce ObjectRequired
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
Action
Write
- ToRequired
- CC
- BCC
- SubjectRequired
- Email FormatRequired
- Sender TypeRequired
Action
Write
- Lead to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Parent ObjectRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE clauseRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
- DatabaseRequired
- Filter by Creation Time
Trigger
Polling
Try It
- DatabaseRequired
Trigger
Polling
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
- PageRequired
- ContentRequired
- Content Format
Action
Write
- DatabaseRequired
- ItemRequired
- Content
- Content Format
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
- Page Size
- Start Cursor
Action
Search
- Page or Database Item IDRequired
Action
Search
- PageRequired
- PropertyRequired
Action
Search
- UserRequired
Action
Search

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

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Notion + Salesforce

Create Notion database items from new or updated Salesforce files on record

New Case Attachment

New Field History Tracking Event

New Lead

New Record

Updated Record

Add File to Record

Convert Lead to Contact

Create Child Records (with line item support)

Create Enhanced Note

Create Lead

Create Record

Delete Record

Update Contact

Update Record

API Request (Beta)

Find Record

Find Records

Get Record Attachments

Find or Create Record by Query

New Comment

Updated Page

Archive Database Item

Create Database Item

Move Page

Restore Database Item

Update Database Schema

Retrieve Database

Retrieve Block Children

Find Database Items

Get Page and Children

Find Page (By Title)

Query Database (Advanced)

Find or Create Database Item

New Contact

New or Updated File on Record

New Outbound Message

Updated Field on Record

Add Contact to Campaign

Add Lead to Campaign

Create Attachment

Create Contact

Create File

Create Note

Create Record (UTC)

Send Email

Update Lead

Update Record (UTC)

Find Child Records

Find Records by Query

Find Record by Query

Find or Create Record

New Database Item

Updated Database Item

Add Block to Page

Add Comment

Create Page

Add Content to Page

Update Database Item

API Request (Beta)

Retrieve a Page

Get Page Comments

Get Block Children

Get Page or Database Item by ID

Get Page Property

Get User Details

About Notion

Related categories

About Salesforce

Related categories

Similar apps

Zapier Interfaces

Related Zap Templates

Related Zap Templates