ConfluenceとNotionの連携イメージ
How to Integrate Applications

2024/12/20

How to integrate Confluence and Notion to automatically create a page in Notion when a page is created in Confluence

m.wadazumi

In the process of advancing tasks with multiple teams, data management and sharing are indispensable.
In this context, we introduce an automation that reflects data registered in Confluence automatically in Notion.
This can facilitate the data sharing process and strengthen collaboration within the team.
Moreover, as all members can access the latest data, it is expected to improve the transparency of operations.

Recommended for

  • Those who use Confluence and Notion separately and want to streamline their work
  • Those who want to facilitate smooth data sharing between different teams
  • Those who want to prevent information bias and enhance project transparency

Benefits and Examples of Integrating Confluence and Notion

Benefit 1: Easier Information Sharing

By integrating Confluence and Notion, information sharing between teams becomes easier.
For example, when the development team compiles details of a new product on a Confluence page, it is automatically reflected in Notion, making it easier for other teams to verify the data.
This automation allows the marketing team to start preparing promotional materials.
Additionally, it eliminates the manual effort of sharing with other teams, potentially speeding up decision-making.

Benefit 2: Preventing Transcription Errors

Manually transcribing data recorded in Confluence to Notion increases the risk of human error.
For instance, if Confluence data is incorrectly recorded in Notion, it may lead to quoting incorrect data or time-consuming correction work.
To solve such issues, it is recommended to utilize automation that syncs Confluence data with Notion.
This prevents transcription errors and omissions due to manual input, allowing employees to focus on more value-added tasks.

Benefit 3: Improved Project Transparency

In projects involving multiple departments, data transparency is crucial.
For example, when the technical department records the latest design documents in Confluence, they are also reflected in Notion, making it easier for members of any department to access the data.
This automation ensures that everyone can check the data of ongoing projects, eliminating the need for confirmation work with other teams.
Additionally, it facilitates project progress checks and is expected to improve operational transparency.

Now, let's explain how to create a page in Notion when a page is created in Confluence using the no-code tool Yoom.

[What is Yoom]

How to Create a Confluence and Notion Integration Flow

Automation can be achieved by receiving Confluence page creation via API and creating a page using Notion's API.
Generally, programming knowledge is required to achieve this, but with the no-code tool Yoom, it can be easily realized without programming knowledge.

The integration flow is broadly created through the following processes.

  • Register Confluence and Notion as My Apps
  • Copy the template
  • Set the Confluence trigger, which is the starting point of the flow, and the subsequent Notion operation settings
  • Turn on the trigger button and verify the integration operation between Confluence and Notion

If you haven't used Yoom yet, please register for free here.
If you are already using Yoom, please log in.

Step 1: Register My Apps for Confluence and Notion

Let's register Confluence and Notion as My Apps in Yoom. By registering My Apps first, you can proceed smoothly with the automation settings.

First, register Confluence as a My App. Click "My Apps" → "New Connection" on the left side of the Yoom screen. A list of apps will be displayed, so look for Confluence from there or search in the search bar.

The following screen will be displayed, so click "Accept" at the bottom right.

Next, register Notion as a My App. Just like before, look for Notion from the list or use the "Search by App Name" feature to search. The following screen will be displayed first, so click "Select Page".

When the following screen appears, check the page you want to allow access to and click "Allow Access".

If Confluence and Notion are displayed in My Apps, registration is complete.

Step 2: Copy the Template

To set up automation, click "Try it" on the banner below.

Read the following screen display and click "OK".

The following screen will be displayed, so check the "Title" and "Description".
If you want to make changes, please do so on the following page.
First, to configure Confluence, click "When the page is created".

Step 3: Configure the Confluence trigger that initiates the flow and the subsequent Notion operation

When the following screen is displayed, please check the settings.

  • "Title" → Can be changed as desired
  • "Account information linked with Confluence" → Ensure it is correct
  • "Trigger Action" → When the page is created

When the following screen is displayed, select the "Trigger Interval" from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
※ The trigger interval varies depending on the plan, so please be careful.

Scroll and select the "Cloud ID" from the candidates.
Click inside the frame to display the candidates, and select the appropriate ID.
Once the settings are complete, click "Test" → "Test Successful" → "Save".

Next, to set up retrieving a Confluence page, click "Retrieve Page".
When the following screen is displayed, check the settings.

  • "Title" → Can be changed as desired
  • "Account information linked with Confluence" → Ensure it is correct
  • "Action" → Retrieve Page

The following screen will be displayed, so please set the "Cloud ID" as before from the candidates.

Scroll and set the "Content ID".
Use the output from "When the page is created" to set the Content ID.
The output will be displayed by clicking the arrow in the red frame.
Set it as follows.
Configure other necessary items and click "Test" → "Test Successful" → "Save".

Next, since the body of the Confluence page is retrieved in HTML format, set up to remove HTML tags.
Click "Manipulate/Transform Data".
※ AI operations are features available in some paid plans.
In other plans, the operations set in the flow bot will result in an error, so please be careful.
A 2-week free trial of the paid plan is available.
During the free trial, you can use restricted apps and AI features (operations).

When the following screen is displayed, please check the settings.

  • "Title" → Can be changed as desired
  • "Conversion Type" → Data Transformation (2 tasks)

The following screen will be displayed, so set the "Target Text".
Select "Page Body" from the output of "Retrieve Page".

When the following screen is displayed, set the "Conversion Rule".
Since it is already written, it is fine as it is.
Once the settings are complete, click "Test" → "Test Successful" → "Save".

Next, to configure Notion, click "Create Page".
When the following screen is displayed, please check the settings.

  • "Title" → Can be changed as desired
  • "Account information linked with Notion" → Ensure it is correct
  • "Action" → Create Page

When the following screen is displayed, configure the settings.

  • "Database ID" → Retrieve from URL
  • "Title Property Name" → Set as desired

Next, set the "Page Title".
Select "Page Title" from the output of "Retrieve Page".

Finally, configure the "Content".
Select "Transformed Text" from the output of "Manipulate/Transform Data".
Once the settings are complete, click "Test" → "Test Successful" → "Save".

Step 4: Turn on the trigger button and verify the integration between Confluence and Notion

Finally, click "Turn on Trigger" to complete the automation setup.
Check if the flow bot is activated correctly.

Here is the template used this time.

Other Automation Examples Using Confluence and Notion

1. This flow automatically creates a page in Confluence when a record is added to a Notion database.
Contrary to this template, you can automatically sync Notion data to Confluence.
This will free you from the hassle of manually transferring data and reduce the burden on the person in charge.

2. This is a flow that automatically invites employees to Confluence once they are registered in Notion.
By simply registering employee information in Notion, you can invite them to Confluence, preventing any invitation oversights.
This saves the effort of inviting new employees to Confluence every time someone joins the company.

3. This is a flow that automatically deletes a Confluence page when a row is updated in Google Sheets.
By updating specific items in Google Sheets, you can delete a Confluence page, thereby reducing workload.
This automation is recommended for deleting data from completed or canceled projects.

Summary

By integrating Confluence and Notion, information sharing becomes easier, and reliability is expected to improve.
Automatic data synchronization facilitates smooth information sharing between different departments and prevents manual errors.
Additionally, as all members can access the latest data, project transparency increases, making decision-making easier.
The automation introduced here not only improves work efficiency but also reduces the workload on the person in charge.

Automation using Yoom is easy for anyone to implement, so please give it a try.

The person who wrote this article
m.wadazumi
I've been working as a writer since my job in child welfare, and I'm currently writing a blog on Yoom. While being surprised by the work efficiency improvements that can be made with Yoom, I would like to share that excitement with everyone and contribute to society. I'll tell you about application integration and automation that even I, who has zero programming knowledge, can do.
Tags
Integration
Automatic
Automation
Confluence
Notion
Related Apps
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