Add notes to Evernote for new AdviserLogic diary events

Whether you're having a meeting or putting on a show, there's always some planning involved with events. Let Zapier set you up for success with this AdviserLogic-Evernote integration. Once you activate it, we'll create a note on Evernote for every new event created in AdviserLogic Diary so you've always got a place to take down those thoughts.

How this AdviserLogic-Evernote integration works

  1. A new event is created in Adviserlogic
  2. Zapier automatically creates a note on Evernote

What You Need

  • Adviserlogic Account
  • Evernote Account
Add notes to Evernote for new AdviserLogic diary events
AdviserLogic integration logo

AdviserLogic provides financial planning through intelligent tools like Need Analysis, RIskLogic, Research, SuperLogic and Cashflow.

Evernote integration logo

Evernote is a powerful note taking application that makes it easy to capture ideas, images, contacts, and anything else you need to remember. Bring your life's work together in one digital workspace—available on all major mobile platforms and devices.

Using Evernote for work? See Evernote Business.

What Is Zapier?

Get Help