Add a database row in Notion when an opportunity changes status in Close

What each client fills in

Notion: Database ID

For example the 32 characters in the database URL

Notion: Title column

For example Name

The accounts it needs

Each is the client’s own, stored encrypted and never copied between clients. Until one is added the client’s checklist shows it, and nothing runs.

• Close

  In the client’s Close: Settings → Developer → API Keys → Create API Key.

• 

  notion.so/profile/integrations → New integration (Internal) in the client’s workspace → Capabilities: Read content, Insert content and Update content (the row update needs the last) → copy the secret. Then open the database → ••• → Connections → add the integration.

After you install it

It lands switched off. The client’s checklist holds exactly this:

1. Connect the client’s Close, for “An opportunity changes status”
2. Connect the client’s Notion, for “Add a database row”
3. Fill in Notion: Database ID (For example the 32 characters in the database URL)
4. Fill in Notion: Title column (For example Name)