Scattered notes can lead to scattered sales reps. This integration between Evernote and Affinity transfers new notes from Evernote and attaches them to contacts in Affinity.
*Note: This Zapier integration doesn't transfer existing notes, only new notes after you've set it up. Additionally, notes in Evernote must be entered in a specific format. The title of the note in Evernote should be the contact's name, and in the text should be the note that you want to put into Affinity.
How this Evernote and Affinity integration works
- A new note with a name and description is created in Evernote
- Zapier finds or creates the person in Affinity and attaches the description as a note
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Triggers when a new person is added.
Create a new note on a person, organization, or opportunity.
Triggers when a new list is added.
Update the global or list fields of a person, organization, or opportunity.
Triggers when a new entry is added onto a List.
Adds existing tags to a note.
Triggers when a new note is created in or moved to a notebook.
Creates a new note in a notebook for Evernote.
Triggers when a specific tag is added to a note in Evernote.
Appends content to an existing note by title inside Evernote (it will be created first if it doesn't exist).