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Notion Integration

Written by Aedrienne from Ivorey™
Updated over 3 weeks ago

Before You Dive In

​The Notion integration helps you automate your workspace processes by creating pages, updating content, or pushing data into Notion directly from your workflows in Ivorey™.

This guide is perfect if you want to:

  • Connect Notion to your Ivorey™ account

  • Set up a Notion trigger

  • Create a Notion page

  • Add content to an existing Notion page
    ​

Connect Your Notion Account

Before you can use Notion actions inside of a workflow, you’ll first need to connect your Notion account:

  1. From the main Ivorey™ menu, navigate to Settings > [Integrations] > [Notion] > select [Connect]
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  2. Log into your Notion workspace when prompted and approve the permission request, ensuring to [select all of the pages you want to allow access to]
    ​

Using Notion in Your Workflows

Now that you have connected your Notion account, you can use it in workflows in two main ways. Triggers start in Notion and run actions in Ivorey™, whilst Actions start in Ivorey™ and update Notion.
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This allows you to keep both systems working together without manual updates.

How to Set Up a Notion Trigger

A Notion Trigger is where Ivorey™ will listen for something new to happen inside of Notion, such as a new database item being created or an existing item being updated. Once that trigger has happened, Ivorey™ will run through the workflow and complete the chosen actions/steps.

Click here for the written instructions

  1. From the main Ivorey™ menu, go to Workflows > open an existing workflow, or click [+ Create Workflow] > and then select [Start from Scratch]
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  2. Inside the workflow, click [Add a Trigger] > search for Notion > and select which trigger you would like to use. These are the triggers currently available:
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    1. New Database Item: Fires when a new item is added to a Notion database
      ​

    2. Updated Database Item: Fires when an existing item is modified
      ​

    3. Updated Page: Fires when a Notion page is updated
      ​

  3. (Optional) Use the Database ID field to filter to a specific database when multiple databases exist
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  4. Name your trigger > click [Test Trigger] > and if everything is working correctly, click [Save Trigger]
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    Note: If this trigger has not happened recently within your Notion account, it may return an error. In that case, please go and initiate the action from your Notion account (by completing the trigger) for the test to work. ​
    ​

  5. Click the [+] button to add a new action > search for or select an action (this is what you want to happen in Ivorey™, when the Notion trigger happens), for example:
    ​

    1. Send Internal Notification - notify yourself or team members

    2. Add Note - add a specific note to a contact's profile

    3. Add Task - create a task related to a specific contact
      ​

  6. Add as many actions as you want/need > toggle the workflow to [Publish], at the top right corner > and click the [Save] button
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  7. Test your workflow by completing the trigger in Notion, and check the [Execution Logs] tab in your workflow to see if there are any errors

How to Set Up a Notion Action

A Notion Action is used if you'd like the opposite effect, where you do something inside of Ivorey™, and you want it to create a new action inside of Notion.
​

Click here for the written instructions

  1. From the main Ivorey™ menu, go to Workflows > open an existing workflow or click [+ Create Workflow] > and then select [Start from Scratch]
    ​

  2. Inside the workflow, click [Add a Trigger] > search for or select a trigger (this is what happens in Ivorey™, that should trigger the Notion action), for example:
    ​

    1. When there's a new Appointment Booked

    2. When a Pipeline Status Changes
      ​

  3. Click the [+] button to add a new action > search for Notion and [select which action you would like to use]
    ​
    These are the actions currently available:
    ​

    1. Archive Database Item: Archives a selected database item in Notion

    2. Create Database Item: Adds a new item to a chosen database

    3. Add Content to Page: Appends content to an existing Notion page

      1. Select the Notion page you want to add content to

      2. Enter the content to define the content blocks you want to add

    4. Update Database Item: Updates the fields of an existing database item

    5. Retrieve a Page: Fetches a Notion page and its metadata

    6. Retrieve Block Children: Retrieves child blocks under a Notion block (e.g., text, to-do, toggle)

    7. Find Database Item: Locates a specific database item using filters

    8. Get Page and Children: Retrieves a page along with all nested blocks

    9. Find or Create Database Item: Finds an item or creates it if it doesn’t exist

    10. Add Comment: Posts a comment on a Notion page

    11. Create Page: Creates a new Notion page

      1. choose your Parent Page, entering the page title, and adding the content you want to create​

      2. (Optional) Add page icon and cover

    12. Restore Database Item: Reactivates a previously archived item

    13. Retrieve Database: Fetches metadata and schema for a database

    14. Get Page Comments: Retrieves all comments from a Notion page

    15. Find Page (By Title): Searches for a page using its title

    16. Find or Create Comment: Finds or creates a comment based on the uniqueness criteria
      ​

  4. (Optional) Use the Database ID field to filter to a specific database when multiple databases exist
    ​

  5. Name your action > and click [Test Action]. If everything is working correctly, click [Save Action]
    ​

  6. Toggle the workflow to [Publish], at the top right corner > and click the [Save] button
    ​

  7. Test your workflow by completing the trigger in Ivorey™, and check the [Execution Logs] tab in your workflow to see if there are any errors

Frequently Asked Questions

Can I use this integration with Notion’s free plan?

Yes, the integration works with Notion’s free plan. However, some advanced Notion features may be restricted on free workspaces.

How often do Notion triggers run?

Notion triggers check for changes every 5 minutes using a polling mechanism.

Can I access nested blocks or page children in Notion?

Yes. You can use actions such as Retrieve Page or Get Page and Children to pull nested content from a Notion page.
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How many workflows can I build with Notion?

There isn’t a limit on how many workflows you can create.

Are these Notion actions considered paid usage?

Yes. Notion actions count as a premium workflow action. You can learn more about this here.

Need Help?

Hit the support chat widget inside Ivorey™ - we can:

  • Walk you through any of the steps

  • Troubleshoot anything that’s not working

We’re here and ready to help via the chat widget in the bottom right of your Ivorey™ account. Or if you are looking for done-for-you support, you can browse our current services here 🤍

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