Using Notion actions in action flows

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<p id="docs-hc-snippet" style="display: none;">Before you can include external actions in your action flows, you must connect the action builder to the external system.</p>
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<p id="docs-ai-summary-toggle">Summary: <span id="up-triangle">◀</span><span id="down-triangle">▼</span></p>
<p id="docs-ai-summary-content">You can connect action flows to Notion to automate tasks like creating, updating, and looking up pages, adding comments, and inserting content blocks. Use a dedicated service account for connections and review permissions carefully. These actions help integrate workflows across platforms, improving collaboration and content management within your support processes.</p>
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<div class="p">By connecting the <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/8855513857306" target="_blank">action builder</a> to external systems, such as Notion, admins
can integrate Zendesk with external systems in automated workflows, improving
collaboration and maintaining a seamless experience across multiple platforms.<div class="note" id="zug_action_flow_external_Notion__note_i2z_jtz_v3c">
<span class="notetitle">Note:</span> The steps associated with external systems in action flows are
referred to collectively as <em class="ph i">external actions</em>.</div>
</div>
<div class="p">This article contains the following topics:<ul class="ul" id="zug_action_flow_external_Notion__ul_ysp_sn4_zgc">
<li class="li"><a class="xref" href="#topic_fcs_gtn_g3c">Connecting Notion to action builder</a></li>
<li class="li"><a class="xref" href="#topic_z1q_htn_g3c">Using Notion actions in action flows</a></li>
</ul>
</div>
</div>
<div aria-labelledby="ariaid-title2" class="topic nested1" id="topic_fcs_gtn_g3c">
<h2 class="title topictitle2" id="ariaid-title2">Connecting Notion to action builder</h2>
<div class="body">
<p class="p">Before you can include external actions in your action flows, you must connect the
action builder to the external system.</p>
<div class="p">When connecting to external systems for use in action flows, the following best practices are recommended:<ul class="ul" id="topic_fcs_gtn_g3c__d8e13">
<li class="li">All external actions performed by an action flow are attributed to the user who connected the
external system. Therefore, it's a best practice to use a dedicated service
account rather than personal credentials when connecting to each external
system.</li>
<li class="li">All integrations request access to necessary scopes. However, it's important that you review and validate the scopes before authorizing the connection to the external system.</li>
<li class="li">When managing credentials for API key-based tools, such as OpenAI, it's best to store keys in a secure vault or credential manager.</li>
</ul>
</div>
<div class="p">
<strong class="ph b">To connect action builder to Notion</strong><ol class="ol" id="topic_fcs_gtn_g3c__ol_psh_lk4_zgc">
<li class="li"><span class="ph">In <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4581766374554#topic_hfg_dyz_1hb" target="_blank">Admin Center</a>, click <img class="image" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/ac_apps_integrations_icon.png">
<strong class="ph b">Apps and integrations</strong> in the sidebar, then select <strong class="ph b">Actions &gt; Action
flows</strong>.</span></li>
<li class="li">
<a class="xref" href="https://support.zendesk.com/hc/en-us/articles/8855601898266" target="_blank">Create</a> or <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/9052312956570" target="_blank">edit</a> an action flow.</li>
<li class="li">Open the step sidebar.</li>
<li class="li">Under <strong class="ph b">External actions</strong>, click <strong class="ph b">Notion</strong>.</li>
<li class="li">Click <strong class="ph b">Connect</strong>.</li>
<li class="li">Follow Notion's prompts to authenticate and complete the connection.<p class="p">When
you authorize the connection, you'll be redirected to Notion to grant
permissions to your Zendesk account.</p>
<p class="p">The Notion connection uses
OAuth 2.0 with the authorization code grant type. Review the permissions
carefully before authorizing the connection. These permissions allow
action flows to create and modify pages, add comments, manage database
items, and update content in your Notion workspace on your behalf.
</p>
<div class="note" id="topic_fcs_gtn_g3c__note_ilr_mtz_v3c">
<span class="notetitle">Note:</span> All external actions performed by an
action flow are attributed to the user who connected the external
system. Therefore, it is a best practice to use a dedicated service
account rather than personal credentials when connecting to each
external system.</div>
</li>
</ol>
</div>
<p class="p">After you've connected to the system, you'll see an indicator that it's connected and
details about the instance you're connected to, as well as the actions available for
Notion.</p>
</div>
</div>
<div aria-labelledby="ariaid-title3" class="topic nested1" id="topic_z1q_htn_g3c">
<h2 class="title topictitle2" id="ariaid-title3">Using Notion actions in action flows</h2>
<div class="body">
<div class="p">The following Notion actions are available:<ul class="ul" id="topic_z1q_htn_g3c__ul_jby_q44_zgc">
<li class="li"><a class="xref" href="#topic_wfm_m4q_jjc">Create page</a></li>
<li class="li"><a class="xref" href="#topic_vmr_lkz_jjc">Update page</a></li>
<li class="li"><a class="xref" href="#topic_lqp_skz_jjc">Lookup page</a></li>
<li class="li"><a class="xref" href="#topic_lvn_1nz_jjc">Add comment</a></li>
<li class="li"><a class="xref" href="#topic_lyl_jnz_jjc">Add block to page</a></li>
</ul>
</div>
</div>
<div aria-labelledby="ariaid-title4" class="topic nested2" id="topic_wfm_m4q_jjc">
<h3 class="title topictitle3" id="ariaid-title4">Creating a page</h3>
<div class="body">
<p class="p">Use the <em class="ph i">Create page</em> action to create a new page in Notion under a parent
page or at the workspace level.</p>
<p class="p">This action has the following inputs and outputs:</p>
<div class="p">
<div class="tablenoborder">
<table border="1" cellpadding="4" cellspacing="0" class="table" frame="border" id="topic_wfm_m4q_jjc__table_zlg_ckz_jjc" rules="all" summary="">
<colgroup>
<col>
<col>
</colgroup>
<thead class="thead" style="text-align:left;">
<tr class="row">
<th class="entry cellrowborder" id="d89e207" style="text-align:left;vertical-align:top;"> </th>
<th class="entry cellrowborder" id="d89e209" style="text-align:left;vertical-align:top;">Variables</th>
</tr>
</thead>
<tbody class="tbody">
<tr class="row">
<td class="entry cellrowborder" headers="d89e207" style="text-align:left;vertical-align:top;">Inputs</td>
<td class="entry cellrowborder" headers="d89e209" style="text-align:left;vertical-align:top;">Required: <code class="ph codeph">Title</code><p class="p">Optional:
<code class="ph codeph">Parent page</code>, <code class="ph codeph">Create at
workspace level</code>,
<code class="ph codeph">Content</code></p>
<p class="p">Either Parent page must
be specified or Create at workspace level must be set to
<strong class="ph b">true</strong>. Workspace-level pages are only
available for public integrations. The Parent page field
allows searching your Notion pages by name.</p>
</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" headers="d89e207" style="text-align:left;vertical-align:top;">Output</td>
<td class="entry cellrowborder" headers="d89e209" style="text-align:left;vertical-align:top;">Page details including ID, URL, and creation
timestamp.</td>
</tr>
</tbody>
</table>
</div>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title5" class="topic nested2" id="topic_vmr_lkz_jjc">
<h3 class="title topictitle3" id="ariaid-title5">Updating a page</h3>
<div class="body">
<div class="p">Use the <em class="ph i">Update page</em> action to update an existing Notion page's title or
archive status. <div class="note" id="topic_vmr_lkz_jjc__note_ok3_rkz_jjc">
<span class="notetitle">Note:</span> Archiving workspace-level pages is
not supported via the Notion API.</div>
</div>
<p class="p">This action has the following inputs and outputs:</p>
<div class="p">
<div class="tablenoborder">
<table border="1" cellpadding="4" cellspacing="0" class="table" frame="border" id="topic_vmr_lkz_jjc__table_wmr_lkz_jjc" rules="all" summary="">
<colgroup>
<col>
<col>
</colgroup>
<thead class="thead" style="text-align:left;">
<tr class="row">
<th class="entry cellrowborder" id="d89e289" style="text-align:left;vertical-align:top;"> </th>
<th class="entry cellrowborder" id="d89e291" style="text-align:left;vertical-align:top;">Variables</th>
</tr>
</thead>
<tbody class="tbody">
<tr class="row">
<td class="entry cellrowborder" headers="d89e289" style="text-align:left;vertical-align:top;">Inputs</td>
<td class="entry cellrowborder" headers="d89e291" style="text-align:left;vertical-align:top;">Required: <code class="ph codeph">Page ID</code><p class="p">Optional:
<code class="ph codeph">Title</code>,
<code class="ph codeph">Archived</code></p>
</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" headers="d89e289" style="text-align:left;vertical-align:top;">Output</td>
<td class="entry cellrowborder" headers="d89e291" style="text-align:left;vertical-align:top;">Page details including ID, URL, and last edited
timestamp.</td>
</tr>
</tbody>
</table>
</div>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title6" class="topic nested2" id="topic_lqp_skz_jjc">
<h3 class="title topictitle3" id="ariaid-title6">Looking up a page</h3>
<div class="body">
<p class="p">Use the <em class="ph i">Lookup page</em> action to retrieve a Notion page by its ID or exact
title. </p>
<p class="p">This action has the following inputs and outputs:</p>
<div class="p">
<div class="tablenoborder">
<table border="1" cellpadding="4" cellspacing="0" class="table" frame="border" id="topic_lqp_skz_jjc__table_nqp_skz_jjc" rules="all" summary="">
<colgroup>
<col>
<col>
</colgroup>
<thead class="thead" style="text-align:left;">
<tr class="row">
<th class="entry cellrowborder" id="d89e361" style="text-align:left;vertical-align:top;"> </th>
<th class="entry cellrowborder" id="d89e363" style="text-align:left;vertical-align:top;">Variables</th>
</tr>
</thead>
<tbody class="tbody">
<tr class="row">
<td class="entry cellrowborder" headers="d89e361" style="text-align:left;vertical-align:top;">Inputs</td>
<td class="entry cellrowborder" headers="d89e363" style="text-align:left;vertical-align:top;">
<p class="p">Optional: <code class="ph codeph">Page ID</code>,
<code class="ph codeph">Title</code></p>
<p class="p">Either Page ID or Title is required. Provide one of these
fields to identify the page to retrieve.</p>
</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" headers="d89e361" style="text-align:left;vertical-align:top;">Output</td>
<td class="entry cellrowborder" headers="d89e363" style="text-align:left;vertical-align:top;">Page details including ID, URL, title, icon, creation
timestamp, last edited timestamp, and archived
status.</td>
</tr>
</tbody>
</table>
</div>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title7" class="topic nested2" id="topic_lvn_1nz_jjc">
<h3 class="title topictitle3" id="ariaid-title7">Adding a comment</h3>
<div class="body">
<p class="p">Use the <em class="ph i">Add comment</em> action to add a comment to a Notion page or block.</p>
<p class="p">This action has the following inputs and outputs:</p>
<div class="p">
<div class="tablenoborder">
<table border="1" cellpadding="4" cellspacing="0" class="table" frame="border" id="topic_lvn_1nz_jjc__table_nvn_1nz_jjc" rules="all" summary="">
<colgroup>
<col>
<col>
</colgroup>
<thead class="thead" style="text-align:left;">
<tr class="row">
<th class="entry cellrowborder" id="d89e436" style="text-align:left;vertical-align:top;"> </th>
<th class="entry cellrowborder" id="d89e438" style="text-align:left;vertical-align:top;">Variables</th>
</tr>
</thead>
<tbody class="tbody">
<tr class="row">
<td class="entry cellrowborder" headers="d89e436" style="text-align:left;vertical-align:top;">Inputs</td>
<td class="entry cellrowborder" headers="d89e438" style="text-align:left;vertical-align:top;">
<p class="p">Required: <code class="ph codeph">Page ID or Block ID</code>,
<code class="ph codeph">Comment text</code></p>
<p class="p">Either Page ID or Title is required. Provide one of these
fields to identify the page to retrieve.</p>
</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" headers="d89e436" style="text-align:left;vertical-align:top;">Output</td>
<td class="entry cellrowborder" headers="d89e438" style="text-align:left;vertical-align:top;">Comment ID, creation timestamp, and creator
information.</td>
</tr>
</tbody>
</table>
</div>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title8" class="topic nested2" id="topic_lyl_jnz_jjc">
<h3 class="title topictitle3" id="ariaid-title8">Adding a block to a page</h3>
<div class="body">
<p class="p">Use the <em class="ph i">Add block to page</em> action to add a content block (such as
paragraph, heading, or quote) to a Notion page.</p>
<p class="p">This action has the following inputs and outputs:</p>
<div class="p">
<div class="tablenoborder">
<table border="1" cellpadding="4" cellspacing="0" class="table" frame="border" id="topic_lyl_jnz_jjc__table_myl_jnz_jjc" rules="all" summary="">
<colgroup>
<col>
<col>
</colgroup>
<thead class="thead" style="text-align:left;">
<tr class="row">
<th class="entry cellrowborder" id="d89e510" style="text-align:left;vertical-align:top;"> </th>
<th class="entry cellrowborder" id="d89e512" style="text-align:left;vertical-align:top;">Variables</th>
</tr>
</thead>
<tbody class="tbody">
<tr class="row">
<td class="entry cellrowborder" headers="d89e510" style="text-align:left;vertical-align:top;">Inputs</td>
<td class="entry cellrowborder" headers="d89e512" style="text-align:left;vertical-align:top;">
<p class="p">Optional: <code class="ph codeph">Page ID</code> or <code class="ph codeph">Block
type</code>, <code class="ph codeph">Content</code></p>
<p class="p">Available block types include: Paragraph, Heading 1,
Heading 2, Heading 3, and Quote.</p>
</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" headers="d89e510" style="text-align:left;vertical-align:top;">Output</td>
<td class="entry cellrowborder" headers="d89e512" style="text-align:left;vertical-align:top;">Block ID, type, and creation timestamp.</td>
</tr>
</tbody>
</table>
</div>
</div>
</div>
</div>
</div>
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