How to Sync Follow-up Tasks From a Notion CRM to monday.com
Logos for monday and Notion, representing syncing tasks between tools.

How to Automatically Create Follow-up Tasks in monday.com From a CRM in Notion

In this guide, you’ll learn how to sync contacts from a CRM in Notion to monday.com to create follow-up tasks using Unito’s two-way no-code integration. By connecting these tools, you’ll be able to ensure your sales team knows exactly what needs doing without needing to switch tools. No manual updates needed and no copy-pasting.

You can use this integration for much more than that too, like using Notion to report on monday.com tasks or turning Notion into a database for projects you run in monday.com.

Here are the Notion CRM and the monday.com board we’ll be connecting in this guide:

Notion page synced to monday.com with Unito two-way sync
This pipeline is organized by deal stage. You can get a template to build this CRM in Notion here.
monday.com board synced to Notion with Unito two-way sync
This monday.com board is organized a bit differently, but we can still sync contacts from Notion to where they need to go.

Why use Unito to sync monday.com with Notion

Notion is one of the most flexible tools in your stack. You can use it for anything, from a task management system to a database, and even a full project management suite. Meanwhile, monday.com is a fully-featured project management tool that you can use to run projects of all kinds. But when you want to bring the two tools together, Unito is the best way to go.

That’s because Unito is the best no-code solution for syncing data between Notion and monday.com in both directions.

Before you connect monday.com and Notion to Unito

Here are a few steps you need to follow before you can start building your first Unito flow.

Create a shared Notion Account for Unito

  1. Only one Notion user per workspace can connect to Unito. So make sure you create a Notion user specifically for Unito and give it access to all pages and databases in your workspace.
  2. Add the Last Edited Time field: Right-click on any column, click on Insert Left or Insert Right. Then click on the new column and change Property Type to Last Edited Time.
  3. (optional) read more about adding Notion to your Unito workspace.

Add Unito to your monday.com workspace

  1. Login to your monday.com account
  2. Then, select Board Power-Ups > Apps Marketplace
  3. Type Unito in the search field
  4. Click on the Unito app, then Add to your account
  5. Now, hit Install, verify your workspace and board and Add Feature
  6. Authorize monday.com then Authorize again (the first button authorizes monday.com in Unito, while the second authorizes Unito in monday.com)
  7. Click Got it.

Step 1: Connect your monday.com board and Notion page to Unito

  1. Either continue from monday.com or go to the Unito App and click +Create Flow.
  2. Next, click Start Here to connect your tools.
  3. Select +Add a tool to this flow in either column and connect monday.com. Then click +Choose account to specify the monday.com account you want to use.
  4. Pick the monday.com board you want to connect to Unito.
  5. Repeat steps 3 and 4 to connect Notion with Unito.
  6. Click Confirm.
Connect monday.com and Notion to Unito

Step 2: Set flow direction between monday.com and Notion

Flow direction determines how new work items are created by Unito. What does that mean? When connecting your Sales Follow-Up Tasks monday.com board with your Notion CRM, flow direction will affect which one gets new work items from the other. For instance, a one-way flow from Sales Follow-Up Tasks to your CRM would automatically create new Notion pages in the CRM when you create new tasks in monday.com, but not the other way around. In contrast, a two-way flow would automatically create new work items in both directions.

In this case, you’ll want to set up a one-way from your CRM to the Sales Follow-Up Tasks board. That means new monday.com tasks will be created when certain parameters are met in Notion.

Set flow direction between monday.com and Notion

Note: Later, you’ll be able to add field mappings to determine which fields will be kept updated in both tools — regardless of the flow direction you set here.

Select Confirm when you’ve chosen a flow direction.

Step 3: Set rules to filter data between Notion and monday.com

This is where you can set up triggers to determine which actions taken in one tool will create new work items in the other. In a one-way flow, it’s the actions in Notion that’ll affect what happens in monday.com.

In this case, you might want deals to land in your Sales Follow-Up Tasks board whenever they go from Pre-Qualified to Qualified and follow along from there.

To do that, select Add new trigger to begin setting up your rules. Then you’ll want to pick Deal Stage.

Set rules to filter data between Notion and monday.com

Next, click on Select a value and pick all deal stages that aren’t Pre-Qualified.

You can use rules to filter data by other fields too, like multi-select fields and groups.

You can learn more about setting up rules here.

Step 4: Set up field mappings between Notion and monday.com

Fields represent the details of your Notion pages and monday.com tasks. Text, single-select, assignees, and emails are all examples of fields you can map with Unito.

First, you’ll be asked whether you want to set up your field mappings from scratch or let Unito do this automatically. If you select the auto-map option, you can still change your mappings afterwards. If you prefer a DIY approach, you should start from scratch.

Your fields will be automatically mapped for two-way updates, but you can modify each individually if you prefer one-way updates in some cases. With two-way updates, changes made in either tool will automatically update the other. A one-way update restricts changes to a single direction.

Select +Add Mapping, then Select a field in both tools to pair them together.

Set up field mappings between Notion and monday.com

You can choose any field with a gear icon to map them further. Usually, this will apply to fields like dropdowns, which have multiple options.

Click Confirm when you’re satisfied with your field mappings.

Step 5: Save, close, and launch your flow!

And that’s it! You’ve just built a flow between Notion and monday.com. Congratulations!

If you followed the steps above, your flow will now:

  • Automatically create new monday.com tasks when a customer in Notion becomes Qualified.
  • Keep fields up to date in both tools.

Here’s what your monday.com board will look like once populated with data from Notion:

Monday board fully synced with Unito

If you have any questions, please don’t hesitate to reach out and let us know.

What’s next after setting up a flow between Notion and monday.com?

If you want to know what else you can do with Unito, here’s some inspiration to help you power up your workflows:

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