How to Add Updated Notion Items in Google Sheets Using Pabbly Connect

Learn how to automate the process of adding updated Notion items to Google Sheets using Pabbly Connect in this detailed step-by-step tutorial. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To integrate Notion and Google Sheets, first, you need to access Pabbly Connect. This platform allows you to automate workflows without coding. Go to the Pabbly Connect website and either sign in or create a free account.

Once logged in, you will receive 100 free tasks monthly to explore the features. This step is crucial as it sets the foundation for connecting Notion and Google Sheets through Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, you need to create a new workflow. Click on the ‘Create Workflow’ button. A dialog box will appear where you can name your workflow, such as ‘Add Updated Notion Items to Google Sheets’. Choose a folder to save this workflow.

• Name your workflow appropriately.
• Select the appropriate folder for organization.
• Click on the ‘Create’ button to finalize your workflow setup.

This workflow will consist of a trigger and an action. The trigger will be the update in the Notion database, and the action will be adding the details to Google Sheets. Understanding this structure is essential for the automation process using Pabbly Connect.

3. Setting Up Trigger and Action in Pabbly Connect

To set up the trigger, select Notion as your application and choose the trigger event as ‘Update Database Item’. This means that every time an order status is updated in Notion, Pabbly Connect will recognize this change.

Next, you will need to connect your Notion account to Pabbly Connect. This involves authorizing access to your Notion pages. After successful connection, select the database from which you want to pull data.

• Select your Notion database for order details.
• Authorize Pabbly Connect to access your Notion account.
• Test the connection to ensure it’s working correctly.

Once the trigger is set, you will configure the action to send data to Google Sheets. This is where Pabbly Connect automates the data transfer process based on the trigger.

4. Adding Conditions and Filtering Data

In this step, you will set a filter condition using Pabbly Connect. The goal is to only proceed with the automation when the order status is changed to ‘Delivered’. This prevents unnecessary updates for other statuses.

To set this up, choose ‘Filter’ as your action application and configure it to check if the status equals ‘Delivered’. This condition ensures that only relevant updates trigger the action to add data to Google Sheets.

Select the label for the status from the previous response. Set the filter type to ‘Equal to’ and manually enter the value ‘Delivered’. Test the filter to ensure it works as intended.

This filtering step is crucial for ensuring that your Google Sheets only records the delivered orders, thus maintaining an organized record through Pabbly Connect.

5. Finalizing Data Transfer to Google Sheets

Once the filter is set, it’s time to connect Google Sheets to Pabbly Connect. Choose Google Sheets as your action application and select the action event as ‘Add New Row’. This will ensure that every time an order is marked as delivered, a new row is created in your Google Sheets.

You will then need to map the data fields from the previous steps to the new row in Google Sheets. This includes Order ID, Customer Name, Email, and Delivery Date. Mapping ensures that the data is dynamically updated with each new order status change.

Map the Order ID to the corresponding field in Google Sheets. Include Customer Name, Email, and other relevant details. Test the final setup to ensure data is transferred correctly.

After completing these steps, your integration is fully functional. Now, every time an order status is updated to delivered in Notion, Pabbly Connect will automatically add the details to Google Sheets, streamlining your order management process.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the process of adding updated Notion items to Google Sheets. By following the steps outlined, you can efficiently manage order statuses and maintain accurate records. Automating these processes not only saves time but also enhances team collaboration and accessibility.