Connect Solve CRM and Notion to Build Intelligent Automations
Choose a Trigger
When this happens...
New Company
New Contacts
New Tagged Contact
Update Contact
Choose an Action
Automatically do this!
Query Data Source
Create Data Source Item
Update Data Source Item
Find Page By Title
Get Data Source Details
Add Comment to Page
Add Content to Page
Get Page by ID
Create Page
Retrieve Block Children
Find or Create Comment on Page
List All people at the Workspace
List Page Property Items
List Page Comments
Find Data Source By Title
Archive Page
Restore Page
Update a Block
Archive Block
Restore Block
Delete Block
Get Comment By ID
Get Database by ID
List Data Source Items
Search Data Source Page Templates
List Data Source Page Templates
Get User Details
List Databases
List Data Sources
Get Notion Workspace Account Details
List Views
Delete View
Get View by ID
Create View
Retrieve Page Markdown
Update View
Create View Query
Get View Query Results
Delete View Query
List Custom Emojis
List File Uploads
Move Page
Create File Upload
Ready to use Solve CRM and Notion automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Company
Triggered when a new company record is created in Solve360.
New Contacts
Triggers when you add a new contact.
New Tagged Contact
Triggers when a specific tag is applied to a contact.
Update Contact
Triggers when update a contact.
New Comment Created
Runs when a new comment is created.
New Page Is Created
Runs when a new page is created
Do thisActions
Action is the task that follows automatically within your Solve CRM integrations.
Create a Company
Creates a new company record in Solve360.
Create a Contact
Creates a new contact in Solve360.
List Contact
List all contact.
List Ownership
List all Ownership
List Category Tags
Returns a collection of available contact tags.
List Fields
Returns a collection of available contact fields.
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Frequently Asked Questions
To start, connect both your Solve CRM and Notion accounts to viaSocket. Once connected, you can set up a workflow where an event in Solve CRM triggers actions in Notion (or vice versa).
Absolutely. You can customize how Solve CRM data is recorded in Notion. This includes choosing which data fields go into which fields of Notion, setting up custom formats, and filtering out unwanted information.
The data sync between Solve CRM and Notion 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 Solve CRM and Notion. 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 Solve CRM
Solve360 is a modern CRM and project management tool designed to help businesses streamline their customer relationship processes and manage projects efficiently. It offers a range of features including contact management, task tracking, and collaboration tools to enhance productivity and improve client interactions.
Learn MoreAbout 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.
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