Connect Notion and Sage Sales Management 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 Account
Create Activity
Create Contact
Create Calendar Item
Create Opportunity
Create Sales Order
Find Account
List Users
List Roles
List Accounts
List Account Types
List Contacts
List Opportunities
List Opportunity Types
List Opportunity Statuses
List Activities
List Activity Types
List Activity Points
List Calendar
List Emails
List Calls
List Products
List Order Headers
List Order Statuses
List Sales
List Campaigns
Update Account
Update Activity
Update Contact
Update Calendar Item
Update Opportunity
Update Sales Order
Find Contact
Ready to use Notion and Sage Sales Management 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
Query a Notion data source with advanced filtering and sorting using JSON. Supports complex logic like AND/OR conditions, multiple sorts, and all Notion filter types.
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 Sage Sales Management accounts to viaSocket. Once connected, you can set up a workflow where an event in Notion triggers actions in Sage Sales Management (or vice versa).
Absolutely. You can customize how Notion data is recorded in Sage Sales Management. This includes choosing which data fields go into which fields of Sage Sales Management, setting up custom formats, and filtering out unwanted information.
The data sync between Notion and Sage Sales Management 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 Sage Sales Management. 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 Sage Sales Management
ForceManager is a sales management tool designed to enhance the productivity and efficiency of sales teams by providing real-time data and insights.
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