Add notes to Affinity contacts from Evernote
When this happensStep 1: New Note
Then do thisStep 2: Create a Note
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