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TaxMetall ERP
Notion

Connect TaxMetall ERP and Notion

Explore ready-made TaxMetall ERP and Notion templates and start automating in minutes.

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Create a custom workflow

Integrate TaxMetall ERP with Notion and automate the work that moves between them — no code required.

Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Notion
Trigger: Watch Data Source Items
TaxMetall ERP
Action: Select an action
1. Select a trigger

  • Triggers when a Data source (legacy database) item is created or updated.

  • Triggers when a specified event is created.

  • Triggers when a data source, page or legacy database is created and updated.

  • Triggers when a page content is created.

2. Select an action

  • This module is used to create a lead (prospect) within TaxMetall

  • Generates an Offer in the database by automatically linking customer master data and specific item IDs

  • Performs an arbitrary authorized API call

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between TaxMetall ERP and Notion.

Append a Data Source Item Content
Appends a new data source item content.
Action
Append a Page Content
Appends a new page content.
Action
Check availability
Determines the availability of a line item
Search
Create a Data Source
Adds a new data source to database or page.
Action
Create a Data Source Item
Creates a new item in a data source.
Action
Create a Database
Creates a new database with default data source.
Action
Create a Database (Legacy)
Creates a new database as a subpage in a specified page.
Action
Create a Database Item (Legacy)
Creates a new item in a database.
Action
Create a Page
Creates a new page in a specified page.
Action
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FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.

A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.

Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.

Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.