ActionRequests from the chat, straight into Notion
Pick a database your team already keeps and decide what goes in each property. When a customer asks for something you track there, the agent adds one row.
Sign-ups open at launch.
At a glance
- Type
- Configured action
- Plan
- Counts toward your action allowance
- Needs
- Your Notion connection
- One action per
- Notion database
What happens in the conversation
Every property, your way
For each property choose: the agent fills it in, it comes from the conversation, it gets a fixed value, or it stays empty.
Uses the connection you have
It works through the Notion connection you use for knowledge, so there's nothing new to connect.
Kept out of your knowledge
Rows in this database hold customer details, so they're never imported as knowledge for the agent to repeat.
Once per request
A repeated or retried call never adds a duplicate row, and the chat carries on after it's added.
Works on every channel
On the website chat the agent can ask for every detail at once as a form; on the other channels it asks one question at a time.
How teams use it
- Website chat
A webinar registration
CustomerI'd like to join your webinar on Thursday.
Your agentAdds a row to your Registrations database with their name and email.
MessengerA stockist enquiry
CustomerWe run a café and want to stock your products.
Your agentAdds a row to your Leads database with the company, what they're after and a link to the conversation.
TelegramA feature suggestion
CustomerIt would be great to export reports as PDF.
Your agentLogs it in your Feedback database with the status set to New.
Switch it on
- Step 1
Connect Notion in Settings → Integrations and share the database with the app.
- Step 2
Add a Notion database action on the Actions page, pick the database and check each property.
- Step 3
Try it in the playground and find the row in Notion.
Good to know
The database's title property must be filled; Notion can't add a row without it.
Questions
Title, text, number, select, status, multi-select, date, checkbox, URL, email and phone. People, files and relations are left alone.
No. It only adds new rows.
Works with
More actions
Collect leads
Asks for the details you need (email, phone, company, what they're after) and saves them onto the contact.
Escalate to a human
Flags the chat for your team and stops replying, so a person picks it up with the history intact.
Book a meeting with Calendly
Offers real times from your Calendly event and books the one the customer picks, right in the chat.
Open a case
Logs work that can't be finished in the chat, like a refund or warranty claim, as a numbered case.
Alert your team in Slack
Posts the conversation into a Slack channel when something needs eyes on it right away.
Send a button
Adds a tappable link to the reply (checkout, help centre, tracking page), drawn natively by each channel.
Call your own API
Sends the details it collected to any endpoint you configure, then uses the response in its reply.
Look up a Shopify product
Checks price, sizes and stock in your Shopify catalogue and shows the product as a card. No app to install.
Send a Shopify checkout link
Puts what the customer chose into a cart and sends a link to your own Shopify checkout.
File an Intercom ticket
Hands the conversation to your team as an Intercom ticket, with the full context already attached.
Create a Linear issue
Turns a reported bug or feature request into a Linear issue on the right team, in the customer's own words.
Add an Airtable record
Adds a record to the Airtable table you choose — a sign-up, a request, a piece of feedback — filled from the conversation.