In this article, you will understand step by step how to easily integrate with Notion
Note: this integration currently only supports retrieving data related to change management tasks.
Permissions for Notion Integration
The integration requires permissions to access and collect tasks from the Notion pages that you authorize during setup, allowing Scytale to fetch and display items as evidence.
We have requested only the necessary permissions within the scope of evidence collection for the audit.
- pages.Read
- comments.Read
- users.Read
Prerequisites
Sign in to your Notion account as the owner of the workspace you wish to connect.
How to Connect Scytale and Notion
1) In Scytale, go to 'Integrations'.
2) Search for Notion in the search bar and select 'Connect'.
3) Add a connection name - this will be used to differentiate between your connections - and then select 'Next'.
4) Next, select 'Connect' to navigate to Notion in order to approve the integration.
5) You will now be redirected to Notion.
First, select the dropdown in the top right corner and select the account that you want to connect to Scytale.
6) Click on 'Select pages' to choose the pages that you want to give Scytale access to.
7) In order for the integration to be successful, you need to give Scytale access to the page where your Tasks are located and the page where your Projects are located.
Select these pages and then press 'Allow access'.
Note: We do not support sub-pages at this time, so you will need to choose a main page where you manage your tasks.
8) Next, you will be redirected back to Scytale.
In order to retrieve your tasks database data accurately and completely, you will need to choose your column definitions.
Answer the first question.
Question: Select pages related to change management.
Answer: Choose the page where your tasks are located.
Note: This focuses specifically on 'change management' tasks, not 'support' or other types of tickets.
9) Answer the next question.
Question: Select the status column that defines the ticket as completed.
Answer: Choose the column where you update the status of tasks in Notion.
Note: this column must be configured as a Status column in Notion.
10) Answer the next question.
Question: Select the final status of the completed tickets.
Answer: Choose the status or statuses that you update tickets to once they are fully completed.
Note: you can select multiple statuses.
11) Answer the last question.
Question: Select the pull request column name (if applicable).
Answer: Choose the column where you pull ticket requests from.
If you don’t have a specific column to link tasks to the relevant pull request, select the 'There is no dedicated column for PR' option.
Note: this column must be configured as a URL column in Notion.
12) Once you have answered all fields correctly, select 'Confirm'.
You have now successfully connected to Notion!
