When this happens...
AdviserLogicNew Diary Event
Then do this...
EvernoteCreate Note

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

Why Zapier?


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It's easy to connect AdviserLogic + Evernote and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New or Updated Client

Triggers when a client is created or updated.

Create or Update Entity

Updates the existing entity, otherwise creates a new entity.

New or Updated Entity

Triggers when a company/trust is created or updated.

Create or Update Client

Creates a new client, or updates to existing by Client ID or External ID.

New Diary Event

Triggers when a new event is added to your diary. Only triggers for events in the next 2 months.

Tag Note

Adds existing tags to a note.

New Note

Triggers when a new note is created in or moved to a notebook.

Create Note

Creates a new note in a notebook for Evernote.

New Tag Added to Note

Triggers when a specific tag is added to a note in Evernote.

Append to Note

Appends content to an existing note by title inside Evernote (it will be created first if it doesn't exist).

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

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.

See Evernote Integrations