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Notion

Log filed returns in a Notion database

Every filed deadline creates a row in a Notion database. Becomes your annual record of what was filed when, useful for the next year's planning and for any audit.

7 min setup Trigger: deadline.filed easy
works with Zapierworks with Make.com

Setup steps

  1. In Notion: create a database with columns Client, Deadline type, Filed at, Period.
  2. In Make / Zapier: webhook trigger.
  3. Add 'Notion Create Page' step targeting the database.
  4. In ClientNest365: subscribe a new webhook to deadline.filed.

Payload fields you'll use

  • deadline.title
  • deadline.filed_at
  • deadline.period_label
  • client.name

Where to wire it in ClientNest365

Open your workspace at /app/settings/webhooks. Click + New endpoint. Paste the target URL from your automation platform (Zapier, Make, n8n) or the third-party tool's native webhook URL. Subscribe to the deadline.filed event. Save. Your endpoint secret is shown once at creation; copy it now if you plan to verify the HMAC signature on the receiving end.

Verifying the signature

Each webhook POST carries an X-CN-Signature header. The value is sha256=<hmac> where the HMAC is computed over the raw request body using your endpoint secret. Compare with constant-time equality. Reject mismatches.