Connect Notion and Wealthsimple to Build Intelligent Automations
Enable Integrations or automations with these events of Notion and Wealthsimple
Enable Integrations or automations with these events of Notion and Wealthsimple
Triggers
New Data Source Item Is Created
Runs when New Data Source Item Is Created
Updated Data Source Item
Triggers when an item in a selected data source is updated
New Comment Created
Runs when New Comment Created
New Page Created
Runs when new page is created
Comment Updated
Runs when comment is updated
Comment Is Deleted
Runs when comment is deleted
Actions
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 Wealthsimple accounts to viaSocket. Once connected, you can set up a workflow where an event in Notion triggers actions in Wealthsimple (or vice versa).
Absolutely. You can customize how Notion data is recorded in Wealthsimple. This includes choosing which data fields go into which fields of Wealthsimple, setting up custom formats, and filtering out unwanted information.
The data sync between Notion and Wealthsimple 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 Wealthsimple. 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.
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About Wealthsimple
Wealthsimple is a leading online investment management service that provides financial tools and advice to help individuals manage their investments and grow their wealth. With a focus on simplicity and transparency, Wealthsimple offers a range of services including automated investing, retirement planning, and personalized financial advice, making it accessible for both novice and experienced investors.
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