Notion Integration
H
Hana Drdla
Totally agree! I need to collect information from clients and collaborate in documents.
What I've done to my client portal to allow this is:
Go to Client Portal > Custom Pages > Create External Link > Title: [Client name] Intake forms > Add Client specific page > add public Notion page link (link to their project on my Notion).
It opens the Notion page in an external link. Initially I tried iframe which looks nicer, but Notion blocks this UNLESS there's an integration (PLEASE!). It will look like it's working to you, but Notion will block the page when clients log in.
This isn't the ideal solution since the Notion link is public, and it opens to a new page which might be confusing for clients, but it'll do for now.
Kara Moore
I love the note taking functionality of Notion, but would really LOVE if it could be done natively in Moxie. It doesn't have to be quite as advanced, but things like toggle lists, checklists, embedded links and images, etc., tables, adding new pages to projects; those things would be lifesavers for those of us who feel the need to have everything in one place! :-)