How to integrate Notion with board to add entries to the board when a supplier is registered in Notion

m.i

If you are using Notion and board for sales activities, registering clients in both apps can be a hassle, right? Additionally, the more clients you have, the more time-consuming the task becomes. To solve this problem, automating client registration by integrating Notion and board is the solution. By utilizing this automation, you can reduce manual work and prevent associated errors. This article will explain in detail the specific integration methods and their benefits. Please read until the end. Benefits of Integrating Notion and board Benefit 1: Reduction of Manual Work and Error Prevention When you register a client in Notion, the client data is automatically added to the board, eliminating the need for duplicate entries or manual transcription. This automation helps prevent issues caused by input errors or data omissions, thereby improving operational accuracy. Manual information processing requires time and resources, but automation allows staff to save time on data management and focus on other important tasks. This efficiency is particularly beneficial in work environments with a high volume of orders. Benefit 2: Speeding Up Information Sharing By using this integration, once client information is registered, it is automatically reflected on the board, allowing all stakeholders to quickly check the latest information. This resolves delays that often occur when sharing client information between different departments or teams, improving the speed of information transmission. This automation is especially useful when timely information sharing is needed for project progress. Compared to traditional manual registration and verification tasks, access to the latest data is smoother, enabling each member to act quickly and ensuring the project progresses smoothly. Such speed improvements enhance customer response accuracy and the quality of internal communication, contributing to overall operational efficiency improvement. How to Create a Notion and board Integration Flow So far, we have introduced the benefits of integrating Notion and board. Let's quickly integrate the apps we will use this time with Yoom! Once the My App registration is complete, we will create a flow bot to "Add to board when a client is registered in Notion." [What is Yoom]

This time, we will follow the steps below.
Let's set it up together!

Integrate Notion and board with My App.
Copy the template "Add to board when a supplier is registered in Notion".
Trigger: Set "When a page in a specific database is created or updated" in Notion.
Set "Retrieve Record (ID Search)" in board for "Supplier Registration".
Set "Update Record (ID Search)" in Notion, turn on the trigger, and you're done.

Step 1: My App Integration

‍Integrating with My App first will make the subsequent setup smoother.
First, let's integrate the Notion and Yoom you are using.
Select My App → New Connection from the left side of the Yoom page.

Please search for Notion.
Once logged in, please check the page you want to access.
(In the subsequent database integration, the page you want to add may not be displayed.)
This time, we will use a page called 1101test, so check it and allow access.

Next, integrate the board.
The following screen will also appear, so please refer to this help to set it up.
This time, Flowbot will use the API, but it is only available with an account that has a paid subscription to the board. (Reference Page)
Once Notion and the board are displayed in My App, you're done.

‍Step 2: Set Triggers and Actions

‍This time, we will use this template.
Open the template page and click "Try this template".
If you are using Yoom, please log in, or if you are new, please register as a member.
Once completed, the template is automatically copied to your workspace.
The template name can be changed as needed.
Click My Projects on the left to display the template you just copied.
Click the ellipsis (...) on the right and select Edit.

Things to Prepare

A Notion test page where the supplier is registered.
The "board supplier ID" is a field to reflect what was obtained in the last action.

Now, let's set up the app trigger.
Select "When a page in a specific database is created or updated".
Check the account information to be linked.
Keep the trigger action as it is and proceed to the next step.

Trigger Interval: You can choose from intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
※ The selection of trigger intervals varies depending on the plan.

Test it, and if the Notion object information is reflected in the output, save it.
Next, click "Retrieve Record (ID Search)".
Please link the database.

Set the conditions for the record you want to retrieve from the output as follows.

Test this as well, and if the supplier information can be retrieved in the output, save it.
Next, click "Supplier Registration".
Check the account information to be linked and proceed to the next step.
Set the required fields from the output as follows.

Set the remaining items as well.

Set other items as needed.

Test this as well, and if the "Registered Supplier ID" in the board is reflected in the output, save it.
Next, click "Update Record (ID Search)".
Please link the database as before.
Proceed to the next step, and set the conditions for the record you want to update from the output as follows.

This time, we will only update the board supplier ID, so please set it as follows.

Test this as well, and if successful, save it.
Let's check on the board side.

The supplier has been successfully registered!
Let's check on the Notion side as well.

The supplier ID is also successfully reflected here.
Finally, turn on the app trigger.
Thank you for your hard work on the setup.

Even someone like me who is not familiar with programming was able to set it up easily.

The Flowbot used this time is here ↓

Other Automation Examples Using Notion and Board

Yoom also offers templates using Notion and board, so let me introduce a few!

1.When customer information is registered in Notion, it is also registered in the board flow.

Like the flow this time, customer registration can be automated here.
New customer information can be reflected in the board in a timely manner.

2.When the status is updated in Notion, the project status on the board is also updated flow.

When managing project information in both apps, it's easy to forget to reflect the status.
You can choose from multiple statuses, allowing you to customize and update the status.

3.This is a flow where once project information is registered in Notion, it is also registered in the board (for regular billing).

When managing regular billing on the board, the more cases there are, the longer it takes to transfer from Notion.
Automate such routine tasks to improve work efficiency.

Summary

This time, we introduced the flow bot "Add to board when a supplier is registered in Notion".
By integrating Notion and the board, you can automate the registration of suppliers, preventing errors caused by manual work.
This automation is particularly effective in work environments with a high number of orders, and it will also speed up information sharing.
As a result, all stakeholders can check the latest information, and the project is expected to progress smoothly.
Let's leverage automation to shift towards more strategic business activities.

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The person who wrote this article

m.i

I have experienced finance-related work for about 3 years since I graduated as a new graduate. Due to the industry, there are so many tasks that are done manually, and I came across Yoom when I thought that if automated, I could do more other work. I'm impressed every day by the convenience of Yoom while writing a blog. I try to make the structure easy to understand.