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When manually updating Notion data daily, it inevitably takes time.
There is also the risk of input errors and missed updates, which may cause many to feel uneasy about information management.
That said, you might feel that "integrating other tools with Notion seems difficult" or "doesn't it require specialized knowledge?"
In reality, integration using APIs and such may require programming skills, making it understandably feel like a high hurdle.
That's where Yoom, a no-code tool, comes in handy.
<span class="mark-yellow">With Yoom, anyone can easily connect Notion with various apps and automate data updates.</span>
In this article, we will clearly explain how to automatically update data by integrating Notion with other apps, categorized by use case.
If you want to achieve work efficiency and centralized information management, please refer to this.
Yoom offers templates for automating workflows using Notion! If you want to try it right away, click the banner below to get started!
There are several ways to automatically update Notion data. We've picked out a few methods for you to check out!
Simply click "Try it out" on the automation example you're interested in and register an account to immediately experience app automation.
Registration takes just 30 seconds, so feel free to give it a try!
This flow updates Notion data based on forms from apps like Hubspot or form apps. It allows you to automatically update data without having to check form responses, reducing manual workload.
This flow updates Notion data starting from apps with data like Google Sheets. Managing data across multiple apps can complicate operations, but automation like this could help centralize management.
This flow updates Notion data starting from chat apps like Slack. It's convenient because you can update data information starting from the chat app you are familiar with.
Now, let's create a flow to automatically update Notion data!
This time, we will proceed with the setup using Yoom without any coding, so if you don't have a Yoom account yet, please issue one from this registration form.
[What is Yoom]
<span class="mark-yellow">This time, we will create a flow bot to update Notion records based on Hubspot form content!</span>
We will create it in the following steps:
Let's register My Apps to connect Notion and Hubspot to Yoom.
By registering My Apps first, you can proceed with the automation settings smoothly.
Before connecting, make sure to submit a form in Hubspot and create a database in Notion!
※ This time, we created a database as shown in the image below.
Once the task is completed, we will set it up to send the task name and completion date via the form and update the red-framed part of the image to "Completed".
1. Click on My Apps on the left side of the Yoom page and select "Add".
Enter "Notion" in the search box at the top right and select the Notion icon from the search results.
2. On the displayed screen, enter your email address and click "Continue".
On the next screen, click "Select pages".
On the next screen, click "Allow access".
3. Next, register Hubspot with My Apps.
Search for Hubspot following the same steps as before.
On the displayed screen, click the red-framed part of the image below.
On the next screen, enter your email address and click "to the next".
On the next screen, enter your password and click "Log In".
On the displayed screen, check the checkbox and click "connect app".
If Notion and Hubspot are displayed in My Apps, registration is complete.
From here, let's create the flow! Open the template page below and click "Try This Template".
The template will be automatically copied to your workspace. Please click "OK" on the next screen.
*The following screen will appear when you click "[Copy]Update Notion records based on Hubspot form content" in the Flowbot under "My Projects" on the left side of the Yoom page screen.
1. Click "OK" on the previous screen, then click the app trigger "When the form is submitted" on the displayed screen.
2. Check each item on the displayed screen. Keep the trigger action as it is and click "Next".
3. Set the details on the displayed screen.
Select the "Trigger Interval". It is generally recommended to set it to the shortest time!
*The trigger interval can be selected from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. Please note that the shortest trigger interval varies depending on the plan.
For more details on Yoom plans, please refer to here.
4. For "Form ID", click the input field and select from the displayed options.
5. Once the input is complete, run "Test" and if successful, click "Save".
*The retrieved value can also be used in the next settings.
*The item names have been changed to make it easier to understand when setting in the next step.
1. Click "Operate the database" to operate the database.
Check each item and click "Next".
For "Database ID", click the input field and select from the displayed options.
2. Configure the detailed settings.
For "Conditions for the record to update", click the input field and select from the retrieved value.
*On the right side, select the value corresponding to the item on the left from the retrieved value.
For "Value for the updated record", click the input field and select from the retrieved value.
*Each item name will display the item name of the database created in advance.
Once the input is complete, run "Test" and if successful, click "Save".
*Once the settings are complete, the status of the relevant task in Notion will be updated to "Completed" as shown in the image below.
Click the "Turn on Trigger" button in the red frame on the screen below to automatically start the Flowbot.
When information is added to forms, databases, or spreadsheet tools, or when pages are created or statuses are updated, notifications can be automatically sent to chat tools. Registration to other CRM tools or databases is also possible!
By integrating Notion with other tools to automate data updating tasks, you can significantly reduce your daily workload.
As introduced in this article, even without programming knowledge, you can easily systematize Notion's data updates using Yoom.
The key point is that it supports integration with various apps such as Google Forms and Google Sheets.
First, register for Yoom for free and make Notion even more convenient to use.
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