Connect Notion and Capsule CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Comment Created
New Page Is Created
Comment Updated
Comment Is Deleted
New Data Source Item
Data Source Item Properties Change
Updated Content in Page
Choose an Action
Automatically do this!
Create Contact
Update Opportunity
List Tasks
Add Note to Entity
Create Opportunity
Create a project
Create Task
Update Contact
Find Contact
Find Milestone
List Parties
List opportunities
List projects
List tasks
List users
List teams
List pipelines
List milestones
List lost reasons
List boards
List stages
List track definitions
List task categories
List activity types
Ready to use Notion and Capsule CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Comment Created
Runs when a new comment is created.
New Page Is Created
Runs when a new page is created
Comment Updated
Runs when a comment is updated
Comment Is Deleted
Runs when a comment is deleted
New Data Source Item
Triggers when a new item is created in a data source.
Data Source Item Properties Change
Runs when Data Source Item Properties Change
Do thisActions
Action is the task that follows automatically within your Notion integrations.
Query Data Source
Use filters and sorting to find matching items in a Notion data source.
Create Data Source Item
Create a new page in the selected Notion data source using provided fields. Optionally set an icon and cover, use a template, and add page content.
Update Data Source Item
Update a Notion data source page: change properties, icon or cover, lock/trash state, apply a template, and optionally replace or append page content.
Find Page By Title
Searches for a page by title
Get Data Source Details
Retrieves a data source in Notion using the data source ID.
Add Comment to Page
Adds a new comment to a Page.
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Frequently Asked Questions
To start, connect both your Notion and Capsule CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Notion triggers actions in Capsule CRM (or vice versa).
Absolutely. You can customize how Notion data is recorded in Capsule CRM. This includes choosing which data fields go into which fields of Capsule CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Notion and Capsule CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Notion and Capsule CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Notion
Notion is an all-in-one workspace for note-taking, project management, and task organisation. It enables users to create custom pages with embedded databases, kanban boards, wikis, calendars, and reminders.
Learn MoreAbout Capsule CRM
CRM software helps sales teams enhance customer relationship management by centralizing customer information, tracking customer interactions across multiple platforms, and providing tools for effective contact management.
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