Connect Notion and Simply Budget to unlock the power of automation
- No credit card required
- Free forever for core features
- 14-day trial for premium features and apps
How Zapier works
Zapier makes it easy to integrate Notion with Simply Budget - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Database Item" from Notion.
Add your action
An action happens after the trigger—such as "Generate Documented Revenue/Expense" in Simply Budget.
You’re connected!
Zapier seamlessly connects Notion and Simply Budget, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- DatabaseRequired
- Filter by Creation Time
Try ItTriggerPolling- DatabaseRequired
Try ItTriggerPolling- PageRequired
- Block TypeRequired
- Content
- Programming Language
- Checked
- Icon (Emoji)
ActionWrite- PageRequired
- CommentRequired
ActionWrite
- Page_idRequired
Try ItTriggerPolling- DatabaseRequired
- ItemRequired
ActionWrite- DatabaseRequired
- Content
- Content Format
ActionWrite
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023
93%
Customers who say using Zapier has made them better at their job
25m
Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap
Connect Notion and Simply Budget to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
Create more impactful campaigns with automation
Provide world-class support with a little help from automation
Automate your way to actionable, up-to-date data
Resolve incidents faster with automation
Learn how to automate Notion on the Zapier blog
Frequently Asked Questions about Notion + Simply Budget integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Notion and Simply Budget
How can I set up a trigger in Simply Budget to update a Notion database?
To set up a trigger in Simply Budget that updates a Notion database, you first need to create a new automation using our integration platform. Within the automation, select Simply Budget as the trigger app and choose an event such as 'New Transaction'. Then, set Notion as the action app where you can 'Create Database Item' or 'Update Database Item' based on the transaction details.
Is it possible to automatically add new expenses from Simply Budget into Notion?
Yes, it's possible to automatically add new expenses from Simply Budget into Notion. Set Simply Budget as your trigger app with 'New Expense' selected, and then choose Notion to 'Create Page' where you'll map fields like expense amount, category, and date to your Notion database.
Can I customize which fields are updated in Notion when syncing with Simply Budget?
Absolutely! When setting up your action in Notion after selecting an event trigger in Simply Budget, you will have the option to map specific fields from Simply Budget to corresponding fields in your Notion database. This allows for highly customized integrations that match your data tracking needs.
What should I do if data is not syncing properly between Simply Budget and Notion?
First, ensure that the triggers and actions are set up correctly and that both platforms are authorized through our integration service. Check if there have been any changes in API permissions or field mappings. If issues persist, consult our support documentation or contact customer support for troubleshooting steps.
How often does data sync occur between Simply Budget and Notion using this integration?
The frequency of data sync between Simply Budget and Notion depends on how you've set up your automation workflow. Triggers like 'New Transaction' or scheduled triggers such as every hour or day can be configured based on your requirements.
Is there a way to trigger notifications in Notion for budget-related alerts created in Simply Budget?
Yes! You can set an alert in Simply Budget as a trigger event, then use our integration tools to configure an action in Notion such as creating a mention or comment on a specific page when certain budget thresholds are crossed.
Can I integrate other apps with my existing Simply Budget-Notion setup?
Certainly! Our platform supports multi-step automations so you can add other apps into your workflow. For example, after pulling transaction details from Simply Budget into Notion, you might link it further to Excel for reporting purposes.
