Notion

Modified on Tue, Nov 12, 2024 at 12:44 PM

Notion

The notion integration allows you to automatically send responses to a Notion database of your choice.


If you are on a self-hosted instance, you will need to configure this integration separately. Please follow the guides here to configure integrations on your self-hosted instance.


SurveyTale Cloud

1.  Go to the Integrations tab in your SurveyTale Cloud dashboard and click on the "Connect" button under Notion integration.

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2. Now click on the "Connect with Notion" button to authenticate yourself with Notion.


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3. You will now be taken to the Notion OAuth page where you can select the Notion account you want to use for the integration


4. Once you have selected the account and databases and completed the authentication and authorization process, you will be taken back to SurveyTale Cloud and see the connected status as below:


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Before the next step, make sure that you have a SurveyTale Survey with at least one question and a Notion database in the Notion account you integrated.


5. Now click on the "Link New Database" button to link a Notion database with SurveyTale and a modal will open up.


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6. Select the Notion database you want to link with SurveyTale and the Survey. On doing so, you will be asked to map surveytale' survey questions with selected databases' column. Complete the mapping and click on the "Link Database" button.


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7. On submitting, the modal will close and you will see the linked Notion database in the list of linked Notion databases.

List of linked notion databases

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Congratulations! You have successfully linked a Notion database with SurveyTale. Now whenever a response is submitted for the linked survey, it will be automatically added to the linked Notion database.


Setup in self-hosted SurveyTale

Enabling the Notion Integration in a self-hosted environment requires a setup using Notion account and changing the environment variables of your SurveyTale instance.


1. Sign up for a Notion account, if you don't have one already.


2. Go to the my integrations page and click on New integration.


3. Fill up the basic information like Name, Logo and click on Submit.


4. Now, click on Distribution tab on the sidebar. A text will appear which will ask you to make the integration public. Click on that toggle button. A form will appear below the text.


5. Now provide it the details such as requested. Under Redirect URIs field:


6. If you are running surveytale locally, you can enter http://localhost:3000/api/v1/integrations/notion/callback.

Or, you can enter https://<your-public-facing-url>/api/v1/integrations/notion/callback

Once you've filled all the necessary details, click on Submit.

7.A screen will appear which will have Client ID and Client secret. Copy them and set them as the environment variables in your SurveyTale instance as:

NOTION_OAUTH_CLIENT_ID - OAuth Client ID

NOTION_OAUTH_CLIENT_SECRET - OAuth Client Secret


Voila! You have successfully enabled the Notion integration in your self-hosted SurveyTale instance. Now you can follow the steps mentioned in the SurveyTale Cloud section to link a Notion database with SurveyTale.


Remove Integration with Notion Account

To remove the integration with Slack Workspace,


1. Visit the Integrations tab in your SurveyTale Cloud dashboard.

2. Select "Manage" button in the Slack card.

3. Click on the "Delete Integration" button.

4. It will now ask for a confirmation to remove the integration. Click on the "Delete" button to remove the integration. You can always come back and connect again with the same Notion Account.

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Still struggling or something not working as expected and we'd be glad to assist you!

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