Connect Notion and Copilot to Build Intelligent Automations
Choose a Trigger
When this happens...
New Data Source Item
Updated Data Source Item
New Comment
New Page Created
Updated Comment
Deleted Comment
Choose an Action
Automatically do this!
Create Client
Create Company
Create Message Channel
Create Link
Create Folder
Create File
Create Note
Update a Note
Update Client
Update Company
Send a Message
Request Form Responses
Ready to use Notion and Copilot automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Data Source Item
Triggers when a new item is created in a data source.
Updated Data Source Item
Triggers when an item in a selected data source is updated
New Comment
New comment to a specified Notion page or all Notion pages.
New Page Created
Triggers when a new page is created in notion.
Updated Comment
Triggered when a comment is updated from a Notion page.
Deleted Comment
Triggered when a comment is deleted from a Notion page.
Do thisActions
Action is the task that follows automatically within your Notion integrations.
Query A Data Source Item
Retrieve results on the basis of query passed to the data source.
Create Data Source Item
Creates a new page (data source item) in the selected Notion data source using provided properties, optional icon/cover, template selection, and content blocks.
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 Copilot accounts to viaSocket. Once connected, you can set up a workflow where an event in Notion triggers actions in Copilot (or vice versa).
Absolutely. You can customize how Notion data is recorded in Copilot. This includes choosing which data fields go into which fields of Copilot, setting up custom formats, and filtering out unwanted information.
The data sync between Notion and Copilot 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 Copilot. 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 organization. It enables users to create custom pages with embedded databases, kanban boards, wikis, calendars, and reminders.
Learn MoreAbout Copilot
Create a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.
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