> ## Documentation Index
> Fetch the complete documentation index at: https://docs.thread.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Notion

> Trigger account creation when new rows are added to Notion databases

## Overview

The Notion integration enables automatic account creation when your ops team adds customers to a Notion database, bridging operations and customer success workflows.

***

## Benefits

<CardGroup cols={2}>
  <Card title="Ops-Friendly" icon="table">
    Ops team works in familiar Notion interface
  </Card>

  <Card title="Auto-Trigger CS" icon="wand">
    New database row → Account created automatically
  </Card>

  <Card title="Flexible Structure" icon="database">
    Map any database structure to Thread
  </Card>

  <Card title="No CRM Required" icon="x">
    Alternative to HubSpot for smaller teams
  </Card>
</CardGroup>

***

## Setup Instructions

<Steps>
  <Step title="Connect Notion OAuth">
    **Connectors** → **Notion** → **"Connect"** → Select workspace → Authorize
  </Step>

  <Step title="Grant Database Access">
    Select databases Thread can access:

    * Choose "Customer Accounts" database
    * Grant read permissions
    * Confirm authorization
  </Step>

  <Step title="Select Database to Monitor">
    **Connectors** → **Notion Settings**:

    * Choose database from dropdown
    * Configure monitoring frequency (real-time recommended)
  </Step>

  <Step title="Map Database Fields">
    Map Notion columns to Thread fields:

    ```
    Notion Column → Thread Field
    ├── Company Name → company_name
    ├── ARR → arr
    ├── Close Date → close_date
    ├── PM Email → primary_contact_email
    ├── AE → ae_email
    └── Notes → raw_payload
    ```
  </Step>

  <Step title="Choose Template">
    Select default template for auto-created accounts
  </Step>

  <Step title="Test with Sample Row">
    Add test row to Notion → Verify account created in Thread → Delete test
  </Step>

  <Step title="Enable Auto-Creation">
    Toggle ON → Monitor first few accounts → Adjust mappings if needed
  </Step>
</Steps>

***

## Workflow Example

```
1. Ops adds row to "Customer Accounts" Notion database
   - Company: Acme Corp
   - ARR: $50k
   - Close Date: 2024-03-15
   - PM: jane@acme.com
   - AE: ae@company.com
   ↓
2. Notion webhook fires to Thread
   ↓
3. Thread fetches row data via API
   ↓
4. Thread creates account with mapped data
   ↓
5. Handoff Q&A generated from Notes column
   ↓
6. Handoff email sent to AE
   ↓
7. Account appears in Thread
```

***

## Notion Database Setup

### Recommended Structure

**Required columns:**

* Company Name (text)
* ARR (number, format: currency)
* Close Date (date)
* Primary Contact Email (text/email)
* AE Email (text/email)

**Optional columns:**

* Industry (select)
* Company Size (select)
* Use Case (text/long text)
* Notes (text/long text)
* Status (select: New, In Progress, Complete)

### Column Types

| Notion Type  | Thread Interpretation    |
| ------------ | ------------------------ |
| Text         | String                   |
| Number       | Numeric (ARR)            |
| Date         | Date format              |
| Select       | Mapped to categories     |
| Multi-select | Comma-separated list     |
| Email        | Email validation applied |
| Long text    | Raw payload for AI       |

***

## Best Practices

<CardGroup cols={2}>
  <Card title="Standardize Format" icon="ruler">
    Use consistent company naming and data formats
  </Card>

  <Card title="Required Fields First" icon="check">
    Ensure all required fields filled before adding row
  </Card>

  <Card title="Rich Notes Column" icon="note">
    Detailed notes → Better AI handoff generation
  </Card>

  <Card title="Status Column" icon="list">
    Track which rows have been processed
  </Card>

  <Card title="Archive Old Rows" icon="archive">
    Move completed accounts to archive database
  </Card>

  <Card title="Document Process" icon="book">
    Train ops team on required fields and format
  </Card>
</CardGroup>

***

## Troubleshooting

<AccordionGroup>
  <Accordion title="'Database Not Found' Error">
    **Cause:** Thread doesn't have access to database

    **Solution:** Reconnect and grant access to specific database
  </Accordion>

  <Accordion title="Account Not Created from Row">
    **Cause:** Missing required fields or wrong database

    **Solution:** Verify all required fields populated, check database selection
  </Accordion>

  <Accordion title="Wrong Data in Account">
    **Cause:** Field mappings incorrect

    **Solution:** Review and fix field mappings in settings
  </Accordion>
</AccordionGroup>

***

## Next Steps

<CardGroup cols={2}>
  <Card title="Create Accounts" icon="plus" href="/csm-guide/accounts/creating-accounts">
    Understand account creation process
  </Card>

  <Card title="HubSpot Integration" icon="hubspot" href="/integrations/hubspot">
    Alternative CRM integration
  </Card>
</CardGroup>