Fill out a form below to get a Free quote
Or mail your task to info@processter.com
By clicking Submit you agree to our Privacy Policy
As a result, aligned task management delegation across teams, with no doubles and fewer errors.
Projects and tasks were synced within a multi-account Notion setup using Zapier: the updates in one workspace are reflected in others and vice versa.
Project & Task Sync Across Multiple Notion Accounts via Zapier
Problem
Managing projects and tasks across three distinct Notion accounts presented a significant challenges:
- No automatic data sync between accounts.
- Manual, time-consuming, error-prone task handoffs, especially for reassignments between a "parent" and two "child" accounts.
- Fragmented information, hindering a clear overview of project statuses.
Solution
An automation solution using Notion and Zapier was implemented.
- Notion: Custom properties ("project name," "reassigned") and technical fields were created to guide sync logic.
- Zapier:New Item Sync: After a brief delay for data entry, new eligible tasks were duplicated in other accounts, linking them with technical IDs.
- Updated Item Sync: A flow identified if an update was on a "parent" (original) or "child" (synced) item. It then updated the corresponding item in the other account. If no link existed, a new corresponding item was created.
Results
The Notion and Zapier automation delivered:
- Automated, near real-time task and project data sync across three different accounts.
- Reduced manual effort and errors in data transfer.
- A unified view of project progress and task ownership.
- Seamless handling of task creations, updates, and reassignments.
Ready to Streamline Your Processes?
By clicking Submit you agree to our Privacy Policy