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Connect Agile CRM to Notion

Build an AI agent that works across Agile CRM and Notion, on a schedule or when you click Run.

14 source actions
24 target actions
Reverse direction supported

Why Connect Agile CRM & Notion?

Read what you need from Agile CRM

Your agent uses Agile CRM's documented actions to pull the records it needs, each time it runs.

Run a Notion action

Then it uses one of 24 documented actions, such as Append Block to Parent, Complete File Upload, Create Comment.

Test it, then put it on a schedule

Run it once on your own data and check the result. Then set it to run daily, on weekdays or weekly.

Available Triggers & Actions

Agile CRM logo

Agile CRM

Triggers (3)

New Contact

Emit new event when a new contact is created

polling
New Task

Emit new event when a new task is created

polling
New Ticket

Emit new event when a new ticket is created

polling

Actions (14)

Add Score to Contact

Used to change the score of a contact. See the documentation

Add Tags to Contact

Adds a tag or tags to an existing contact. See the documentation

Create Company

Create a new company in Agile CRM. See the documentation

Create Contact

Create a new contact in Agile CRM. See the documentation

Create Contact Note

Adds a note to a contact. See the documentation

Create Deal

Create a new deal in Agile CRM. See the documentation

Create Deal Note

Adds a note to a deal. See the documentation

Create Task

Create a new task in Agile CRM. See the documentation

Create Ticket

Create a new ticket in Agile CRM. See the documentation

List Filter Options

Retrieves available options for the Filter field.

Update Company

Updates an existing company in Agile CRM. See the documentation

Update Contact

Update an existing contact in Agile CRM. See the documentation

Update Deal

Updates an existing deal in Agile CRM. See the documentation

Update Deal Note

Update a note attached to a deal. See the documentation

Notion logo

Notion

Triggers (9)

New Comment Created

Emit new event when a new comment is created in a page or block. See the documentation

polling
New Data Source Created

Emit new event when a data source is created. See the documentation

polling
New or Updated Page in Data Source (By Property)

Emit new event when a page is created or updated in the selected data source. See the documentation

polling
New or Updated Page in Data Source (By Timestamp)

Emit new event when a page is created or updated in the selected data source. See the documentation

polling
New Page in Data Source

Emit new event when a page is created in the selected data source. See the documentation

polling
New Webhook Event (Instant)

Emit new event each time a webhook event is received. Webhook must be setup in Notion. See the documentation

webhook
Page or Subpage Updated

Emit new event when the selected page or one of its sub-pages is updated. See the documentation

polling
Page Properties Updated (Instant)

Emit new event each time a page property is updated in a data source. For use with Page Properties Updated event type. Webhook must be set up in Notion. See the documentation

webhook
Page Updated

Emit new event when a selected page is updated. See the documentation

polling

Actions (24)

Append Block to Parent

Append new and/or existing blocks to the specified parent. See the documentation

Complete File Upload

Use this action to finalize a mode=multi_part file upload after all of the parts have been sent successfully. See the documentation

Create Comment

Create a comment in a page or existing discussion thread. See the documentation

Create Database

Create a database and its initial data source. See the documentation

Create File Upload

Create a file upload. See the documentation

Create Page

Create a page from a parent page. See the documentation

Create Page from Data Source

Create a page from a data source. See the documentation

Delete Block

Sets a Block object, including page blocks, to archived: true using the ID specified. See the documentation

Duplicate Page

Create a new page copied from an existing page block. See the documentation

Find Pages or Data Sources

Searches for a page or data source. See the documentation

Get Current User

Retrieve the Notion identity tied to the current OAuth token, returning the full users.retrieve payload for me (person or bot). Includes the user ID, name, avatar URL, type (person vs bot), and workspace ownership metadata—useful for confirming which workspace is connected, adapting downstream queries, or giving an LLM the context it needs about who is operating inside Notion. See the documentation.

List All Users

Returns all users in the workspace. See the documentation

List File Uploads

Use this action to list file uploads. See the documentation

Query Data Source

Query a data source with a specified filter. See the documentation

Retrieve Data Source Content

Get all content of a data source. See the documentation

Retrieve Data Source Schema

Get the property schema of a data source in Notion. See the documentation

Retrieve File Upload

Use this action to retrieve a file upload. See the documentation

Retrieve Page Content

Get page content as block objects or markdown. Blocks can be text, lists, media, a page, among others. See the documentation

Retrieve Page Metadata

Get details of a page. See the documentation

Retrieve Page Property Item

Get a Property Item object for a selected page and property. See the documentation

Retrieve User

Returns a user using the ID specified. See the documentation

Send File Upload

Send a file upload. See the documentation

Update Child Block

Updates a child block object. See the documentation

Update Data Source

Update a data source. See the documentation

Integration Features

14 documented Agile CRM actions
24 documented Notion actions
Plain-English agent instructions
Daily, weekday or weekly schedule, or run on demand
Execution monitoring
A supported Notion to Agile CRM direction

Capability Examples

Agile CRM trigger → Notion action

Catalog example
Agile CRMAgile CRM

New Contact

NotionNotion

Append Block to Parent

Notion trigger → Agile CRM action

Reverse direction
NotionNotion

New Comment Created

Agile CRMAgile CRM

Add Score to Contact

How It Works

1

Connect Apps

Authenticate your Agile CRM and Notion accounts

2

Describe the Job

Say what to read from Agile CRM and what to do in Notion

3

Choose an Action

Select the documented Notion operation to run

Test and Review

Verify field mapping and provider responses before activation

Frequently Asked Questions

Integration Benefits

Scheduled or On-demand Runs

Runs daily, on weekdays or weekly at a set time, or when you click Run. It does not fire on live Agile CRM events yet.

Automated Actions

Use 24 documented Notion actions each time the agent runs.

Provider Authentication

Review the authentication requirements published by each provider before activating the workflow.

Guided Configuration

Describe the job in plain English. The agent picks theAgile CRM and Notion actions it needs.

Your Own Accounts

You connect your own Agile CRM and Notion accounts. App connections need a paid plan.

Execution Review

Test the workflow and review provider responses before relying on it in production.

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Reverse Integration Available

Also connect Notion to Agile CRM for bidirectional automation

View Integration
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All Agile CRM Integrations

Explore all available Agile CRM connections

View All Integrations
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All Notion Integrations

Explore all available Notion connections

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Ready to Connect Agile CRM & Notion?

Build this agent in Mazaal AI and test it on your ownAgile CRM and Notion data.

Start building

Rather not build it yourself? We set up one Agile CRM to Notion agent on your accounts for A$490: a 30-minute call, a test on your real data, and 14 days of fixes. Plan billed separately. Email Enod