I am working on an integration between Salesforce and Notion for Tasks and could use advice in creating/fixing the Zaps for integrating TASKS in Salesforce and Notion. I am unable to sync/access the Account or the Assignee from Salesforce and add it to the Task. Does anyone know if this can be done?
Details:
I have created the first of the necessary Zaps, which is adding a Task in Notion when a new Task is created in Salesforce. The Task is created in Notion successfully, but I am unable to sync two important fields. Neither "Account" name nor "Assignee" appear to be available to sync. The Support Bot indicated that it was possible, but I cannot find a way.
I have created three Steps in my Zap.
1. A Trigger when a new Task record is created;
2. A Filter looking for "open" Tasks: and
3. Create Database item in Notion
Unfortunately, during #3, there is no option to add the Account, or Assignee. These are critical. I can think of a workaround for Assignee (I could do a different Zap for each Assignee, filter for that Assignee and explicitly assign it). But the Account owner has me lost.
Matt
