Add a database row in Notion when a new customer in Square

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.

• Square

  developer.squareup.com → the client’s application (their own account) → Credentials → Production access token. A personal access token for the client’s own account needs no Square review.

• 

  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 Square, for “A new customer”
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)