Notion + Vitally

Create new database items in Notion each time a project is created in Vitally

When a new project kicks-off in Vitally, this user-friendly workflow creates a matching database item in Notion to efficiently keep your records updated. Enjoy a seamless project management experience without manual data entry or the need for constant updates. Suitable for teams looking to streamline their work processes, it keeps your database neat and organized, paving the way for smoother operations and improved productivity.

When this happens...
Project Created
Triggers when a new Project is created in Vitally
TriggerInstant
automatically do this!
Create Database Item
Creates an item in a database.
ActionWrite

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Supported triggers and actions

What does this mean?

Customer Created
Triggers when a new Customer is created in Vitally
Trigger
Instant
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- Custom ObjectRequired
Trigger
Scheduled
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- Custom ObjectRequired
Trigger
Instant
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- Playbook
Trigger
Instant
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Note Created
Triggers when a new Note is created in Vitally
Trigger
Instant
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Organization Created
Triggers when a new Organization is created in Vitally
Trigger
Instant
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Project Created
Triggers when a new Project is created in Vitally
Trigger
Instant
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List Project Statuses
Lists all Project Statuses
Trigger
Scheduled
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- Segment
Trigger
Instant
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Task Created
Triggers when a new Task is created in Vitally
Trigger
Instant
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- Custom ObjectRequired
- Customer
- Organization
- NameRequired
- Owner (Teammate)
- Created By (Teammate)
- External ID
Action
Write
- Customer
- Organization
- Teammate
- Category
- Subject
- TextRequired
- Date
- Tags
- Traits
Action
Write
- Template TypeRequired
Action
Write
- Customer
- Organization
- NameRequired
- Assigned Teammate
- Category
- Description
- Due Date
- Tags
- Traits
Action
Write
- CustomerRequired
- Traits
Action
Write
- OrganizationRequired
- Traits
Action
Write
- UserRequired
- Traits
Action
Write
- Custom ObjectRequired
- Search FieldRequired
Action
Search
- Search FieldRequired
Action
Search
- Search FieldRequired
Action
Search
- EmailRequired
Action
Search
- Search FieldRequired
- Customer
- Organization
- Teammate
- Category
- Subject
- TextRequired
- Date
- Tags
- Traits
Action
Search or write
- DatabaseRequired
Trigger
Scheduled
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- Page IdRequired
Trigger
Scheduled
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- DatabaseRequired
- Content
- Content Format
Action
Write
- PageRequired
- ContentRequired
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Retrieve Database
This action retrieves a database in Notion using the ID of the database.
Action
Write
- PageRequired
Action
Search
- TitleRequired
- Exact MatchRequired
Action
Search
- DatabaseRequired
- Content
- Content Format
Action
Search or write

List Project Templates
Lists all Project Templates
Trigger
Scheduled
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List Custom Objects
Lists all Custom Objects
Trigger
Scheduled
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- Custom ObjectRequired
Trigger
Instant
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- Indicator
Trigger
Instant
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NPS Response Created
Triggers when a new NPS Response is created in Vitally
Trigger
Instant
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List Project Templates
Lists all Project Templates
Trigger
Scheduled
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List Projects
Lists all Projects
Trigger
Scheduled
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Project Status Changed
Triggers when a Project's status changes in Vitally
Trigger
Instant
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- Segment
Trigger
Instant
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Task Completed
Triggers when a Task is marked complete in Vitally
Trigger
Instant
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- TypeRequired
- UserRequired
- Teammate
- Message TextRequired
- Subject
- Timestamp
- ID
- URL
- Conversation ID
- Conversation URL
Action
Write
- UserRequired
- Reponse TimestampRequired
- Score
- Feedback
- Response ID
Action
Write
- CustomerRequired
- SegmentRequired
Action
Write
- CreatorRequired
- EventRequired
- Message ID
- Properties
Action
Write
- Custom ObjectRequired
- Custom Object InstanceRequired
Action
Write
- ProjectRequired
- StatusRequired
Action
Write
- Search FieldRequired
- Search ValueRequired
Action
Search
- NameRequired
Action
Search
- Search FieldRequired
- Search ValueRequired
Action
Search
- Search FieldRequired
- Search ValueRequired
Action
Search
- Custom ObjectRequired
- Search FieldRequired
- Customer
- Organization
- NameRequired
- Owner (Teammate)
- Created By (Teammate)
- External ID
Action
Search or write
- Search FieldRequired
- Customer
- Organization
- NameRequired
- Assigned Teammate
- Category
- Description
- Due Date
- Tags
- Traits
Action
Search or write
- DatabaseRequired
Trigger
Scheduled
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- PageRequired
- CommentRequired
Action
Write
- Parent PageRequired
- Title
- Content
- Icon
- Cover
Action
Write
- DatabaseRequired
- ItemRequired
- Content
Action
Write
Retrieve a Page
This action retrieves a specific page from Notion using its ID. The page id can be a normal page or a database item.
Action
Write
- Block IdRequired
Action
Search
- DatabaseRequired
Action
Search
- PageRequired
- CommentRequired
Action
Search or write

About Notion

A new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.

Learn more

Related categories

Task Management

About Vitally

Vitally is a customer success platform for high-growth B2B SaaS teams.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Notion + Vitally

Create new database items in Notion each time a project is created in Vitally

Customer Created

List Custom Object Instances

Custom Object Instance Created

New Active Indicator at Customer

Playbook

Note Created

Organization Created

Project Created

List Project Statuses

Customer Entered Segment

Segment

Task Created

Create a Custom Object Instance

Customer

Organization

Owner (Teammate)

Created By (Teammate)

External ID

Create Note

Customer

Organization

Teammate

Category

Subject

Date

Tags

Traits

Create Project From Template

Create Task

Customer

Organization

Assigned Teammate

Category

Description

Due Date

Tags

Traits

Update Customer Traits

Traits

Update Organization Traits

Traits

Update User Traits

Traits

Find a Custom Object Instance

Find a Note

Find a Task

Find a Teammate

Find or Create Note

Customer

Organization

Teammate

Category

Subject

Date

Tags

Traits

New Database Item

Updated Page

Create Database Item

Content

Content Format

Add Content to Page

API Request (Beta)

Query String Parameters

Headers

Additional Request Headers

Body

Retrieve Database

Get Page Comments

Find Page (By Title)

Find or Create Database Item

Content

Content Format

List Project Templates

List Custom Objects

Custom Object Instance Updated

Indicator Instance No Longer Active

Indicator