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IntegrationsNotionCRM.io
Notion + CRM.io

Connect Notion and CRM.io to Build Intelligent Automations

Choose a Trigger

Notion

When this happens...

Choose an Action

CRM.io

Automatically do this!

Ready to use Notion and CRM.io automations

Explore more automations built by businesses and experts

Automate Instagram Comment Replies with Smart DMs

trigger
When
Default app icon
Instagram for Business
Instant Trigger
Do
getRandomCommentReplyFunction
cmntp4d3SwSR
IF
    • text is ai
      Workflow step icon
      ReplytoComment
      Workflow step icon
      Send a Private Reply
      Add Step
    • Is guide comment
      Workflow step icon
      ReplytoComment Guide
      Workflow step icon
      Send a Private Reply Guide
      Add Step
    • multi keyword match
      cmntdqJzLMYS
      Workflow step icon
      ReplytoCommentMultiKeyword
      Add Step
Continue from here
View Template

Automate Expense Report Approvals via Slack & QuickBooks

trigger
app icon
app icon
app icon
app icon
When
Default app icon
Google Forms
Runs Every 15 Minutes
Do
Workflow step icon
Send for Approval
IF
    • Send for Approval accept
      Workflow step icon
      Create Entry of expenses
      Add Step
    • Send for reject
      Workflow step icon
      Mail for Rejection
      Add Step
Continue from here
Workflow step icon
Add Expense Details
View Template

Automate Instagram DM Replies, Reactions, and Team Alerts

trigger
app icon
app icon
When
Default app icon
Instagram for Business
Instant Trigger
Do
convertTimestampToIST_Message_Time
Workflow step icon
Give Prompt and Get Structured Response
IF
    • has response
      Workflow step icon
      SendDMMessage
      Add Step
    • Notify team
      Workflow step icon
      SendMail
      Add Step
    • has react
      Workflow step icon
      SendDMMessage React
      Add Step
Continue from here
View Template

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Data Source Item

New Data Source Item

Triggers when a new item is created in a data source.

Updated Data Source Item

Updated Data Source Item

Triggers when an item in a selected data source is updated

New Page Created

New Page Created

Triggers when a new page is created in notion.

Request a new Trigger for Notion

Do thisActions

Action is the task that follows automatically within your Notion integrations.

Query A Data Source Item

Query A Data Source Item

Retrieve results on the basis of query passed to the data source.

Create Data Source Item

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 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

Find Page By Title

Searches for a page by title

Get Data Source Details

Get Data Source Details

Retrieves a data source in notion using data source id

Add Comment to Page

Add Comment to Page

Adds a new comment to a Page.

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Frequently Asked Questions

How do I start an integration between Notion and CRM.io?

To start, connect both your Notion and CRM.io accounts to viaSocket. Once connected, you can set up a workflow where an event in Notion triggers actions in CRM.io (or vice versa).

Can we customize how data from Notion is recorded in CRM.io?

Absolutely. You can customize how Notion data is recorded in CRM.io. This includes choosing which data fields go into which fields of CRM.io, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Notion and CRM.io?

The data sync between Notion and CRM.io typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Notion to CRM.io?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Notion and CRM.io?

Yes, you can set conditional logic to control the flow of data between Notion and CRM.io. 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.

Notion

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.

Project ManagementProductivity
Learn More
CRM.io

About CRM.io

CRM.io is a comprehensive Customer Relationship Management platform designed to streamline and enhance the way businesses interact with their customers. It offers a suite of tools to manage customer data, track interactions, and automate sales processes, ensuring that businesses can maintain strong relationships with their clients and improve customer satisfaction.

CRM (Customer Relationship Management)Sales & CRM
Learn More

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