You have various options when it comes to automating actions within notion, you can use ‘Make’, ‘Zapier’ or even Notion’s new inbuilt automations.
1. Automating with Zapier
Zapier is one of the most powerful tools to automate Notion workflows by connecting it with other apps. This allows you to trigger actions in Notion based on activities happening in other platforms (e.g., Slack, Google Sheets, Trello).
Common Automations Using Zapier:
- Automatically create tasks or database entries in Notion from other tools like Trello, Asana, or Monday.com.
- Sync form submissions (from Google Forms or Typeform) with Notion databases. For instance, if someone fills out a Typeform survey, their responses can be added directly to your Notion database.
- Update Google Sheets with Notion data: Automatically add rows to a Google Sheet whenever a new item is added to a Notion database.
- Create new CRM entries: Sync customer leads from apps like HubSpot or Salesforce into a Notion CRM database.
How to Set Up:
- Go to Zapier, create a new Zap (automation), and select the first app (like Gmail, Slack, or Google Sheets).
- Select the action you want to happen in Notion (e.g., create a new page, update a database item).
- Configure the details (e.g., what database or page in Notion you want to update) and test the Zap.
2. Automating Workflow with Make (formerly Integromat)
Make allows for more granular automations and is another tool like Zapier, offering integrations with Notion for complex workflows.
Example Automations with Make:
- Send emails automatically when certain Notion database items are updated. For instance, if a project status changes, Make can send an email update to team members.
- Sync project timelines from Notion with Google Calendar or Outlook. You can set up workflows to automatically create calendar events when a project deadline is added to your Notion page.