While we don't offer a native integration with Notion, you can easily keep tasks and/or projects in Notion in sync with your goals in Perdoo via our Zapier integration. This is helpful, for example, if you want a completed task in Notion to automatically complete an Initiative in Perdoo, or if you want a Notion project's progress to automatically update progress for the corresponding Initiative in Perdoo.
How it works:
All you need to do is add a property to your Project or Task database.
We recommend calling this property 'Perdoo Goal ID'
Select the Initiative in Perdoo that you wish to integrate and copy the 'rId' from your browser's address bar. Paste this into the Perdoo Goal ID field in Notion.
Create a new Zap. In the Trigger step, select Notion as the app and choose 'Updated Database Item' as the event.
On the Trigger tab, choose the Project or Task database that you wish to integrate with Perdoo.
Find a Test record. You should now see a 'Perdoo Goal ID' under properties in the test record. If you don't see this: go back to Notion, add a sample Task or Project with a Perdoo Goal ID, update its status, and then try again.
Click Continue with selected record.
Add an Action step to your Zap and choose the latest Perdoo app.
Select the right event (eg, Update Initiative).
Add the Notion fields Perdoo Goal ID under Initiative ID, and Completion under New value:
That's it! You can now put the Zap live.
Need help?
Contact our friendly Support team via the live chat at the bottom-right of your screen, or email support@perdoo.com.