Automatically create contacts (2-databases mode)

If you use Slap in 2-databases mode , you can automatically create a new contact whenever an email thread arrives in Notion and no matching contact exists yet.

Limitations with multiple recipients

Both methods work well for simple emails with one sender and one recipient. However, when there are multiple recipients and CC, the automation may create a contact with an email address that merges several email addresses. With the button method, you have more control to correct this when creating the contact.

Prerequisites

Make sure you have set up a sync in 2-databases mode .

Option 1 - Automatic creation with Notion automation

This method automatically creates contacts using a standard Notion automation on a filtered view of your Emails database.

Step 1 — Create a filtered view that shows emails thread without a contact

Create a new view on your Emails database.

  • Filter: Contact is empty

This view will only include email threads that have not been linked to any contact yet. You don’t need to show that view to the Notion users, it is only required for the Automation to work correctly.

Step 2 — Build the Notion automation to create contacts

Create an automation on the view from Step 1.

Trigger:

  • When a page is added to this view

Actions:

  • Create page in Contacts
    • Set Name: choose how you want to name the new contact. For example, use the sender email.
    • Set Email: map from the Emails → sender email property
  • Update the triggering Email page
    • Set Contact: link it to the Contact created in step 1

automatically_create_contact.webp

Result:

  • Every time a new email thread page appears without a contact, Notion will
    • Create a new Contact
    • Set the name and email on that contact
    • Associate the contact with the email thread page

Option 2 — Manual creation with a button

This method is more manual as you need to click a button to create each contact, but it gives you more control to make corrections and decide which contacts should be created.

Step 1 — Create a button on the Emails database

Add a button property to your Emails database.

CreateContactButton.webp

Configure the button to:

  • Create page in Contacts
    • Set Name: map from the Emails → Email adresses property
    • Set Email: map from the Emails → Email adresses property
  • Link the Contact to the Email page
    • Set Email: link it to the current email page

ButtonSetup.webp

Result:

  • When you click the button on an email thread page, Notion will
    • Create a new Contact
    • Set the name and email based on the email addresses property
    • Associate the contact with the email thread page

buttonfinalstep.webp

Step 2 — Add visual warning (optional)

To easily identify emails without contacts, you can use color formatting.

On your Emails database view, add conditional formatting to display email threads without a contact in orange.

  • If Contact is empty, set background color to orange

This makes it easy to spot emails that still need a contact created.

buttonconditionalformatting.webp

Need help? Please contact us at hello@getslap.co for assistance.