Concept: actions and triggers in CrocoClick automations

Use Notion with CrocoClick to automatically create, update and synchronize Notion pages and databases, trigger automations and centralize your business data.

Written By Baptiste Lorreyte

Last updated About 1 month ago

The Notion integration allows you to automate the creation and updating of Notion pages and databases from CrocoClick, and to trigger CrocoClick automations based on changes made in Notion.

It is particularly well suited for synchronizing business data to Notion while keeping CrocoClick as your automation engine.

Why use Notion with CrocoClick

  • Synchronize customer data to Notion databases (portals, internal CRM, wikis).

  • Automatically create Notion pages (briefs, reports, proposals).

  • Populate a Notion journal (appointments, sales, tasks, events).

  • Structure information in Notion without manual entry.

Notion triggers

Notion → CrocoClick Automations

Triggers allow you to launch a CrocoClick automation when an event occurs in Notion.

Available triggers

Trigger

Description

New database item

An item is added to a Notion database

Updated database item

An existing item is modified

Page updated

A Notion page is modified

⚠️ Notion triggers work by polling (periodic checking).
A delay of a few minutes before triggering is therefore normal.

Notion actions

CrocoClick → Notion automations

Actions allow CrocoClick to create, modify, or read content in Notion.

Available actions

Action

Description

Create a page

Creates a new Notion page

Create a database item

Adds an item to a database

Update a database item

Modifies an existing item

Archive an item

Archives a database item

Restore an archived item

Restores an archived item

Add content to a page

Adds blocks to a page

Add a comment

Adds a comment

Find a database item

Search with filters

Find or create an item

Avoid duplicates

Find a page by title

Search by name

Retrieve a page

Retrieve metadata

Retrieve a page + its blocks

Retrieve the complete content

Retrieve child blocks

Reading the structure

Retrieve a database

Retrieve the schema

Retrieve comments

List comments

Find or create a comment

Add or reuse a comment

Get started with Notion

You can connect Notion to CrocoClick in two ways.

Method 1: From an automation

  1. Open Automations → Workflows.

  2. Add a Notion trigger or action.

  3. If Notion is not connected, click Connect.

  4. Authorize access via OAuth.

  5. Select the Notion workspace.

Method 2: From Integrations

  1. Go to Settings → Integrations.

  2. Open Notion.

  3. Connect your Notion workspace.

⚠️ Pages and databases must be shared with the Notion integration to be visible in CrocoClick.

How Notion triggers work

  • CrocoClick periodically checks for changes in Notion.

  • During setup, use Test Trigger to retrieve sample fields.

  • This makes mapping easier and prevents errors during setup.

Examples of automations

Create a Notion entry from a form

Trigger CrocoClick
form submitted.

Actions

  • Create an item in the Client Onboarding DB database.

  • Add a comment with key information.

Appointment log

Trigger Appointment
status changed.

Actions

  • Update the corresponding Notion item.

  • Add notes or a report.

Troubleshooting

I can't see my databases or pages

  • Check that the Notion database or page is shared with the integration.

  • Verify that the correct Notion workspace is connected.

  • Refresh the configuration if necessary.

The trigger is slow to launch

  • This is normal behavior related to polling.

  • Wait a few minutes before checking the execution.

  • Use Test Trigger to validate the configuration.

Best practices

  • Use Notion as a documentation tool, not as an automation engine.

  • Keep CrocoClick as the source of truth for business logic.

  • Structure your Notion databases before automating them.

  • Use the Find or Create actions to avoid duplicates.