Capsule CRM + Evernote Business Integrations
How to connect Capsule CRM + Evernote Business
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New or Updated ProjectTriggers when a given action is performed on a Project.Trigger- New or Updated OpportunityTriggers when a given action is performed on an Opportunity.Trigger
- New or Updated ContactTriggers when a given action is performed on a Person or Organisation.Trigger
- New or Updated TaskTriggers when a given action is performed on a Task.Trigger
- Create ProjectCreates a new Project.Action
- Add Note to EntityAdds a Note to an Entity.Action
- Add Tag to EntityAdds a Tag to an Entity.Action
- Create OpportunityCreates a new Opportunity.Action
- Capsule CRM
Creates a new Person or Organisation.
Scheduled
Action
- Capsule CRM
Creates a new Task.
Scheduled
Action
- Capsule CRM
Finds a Project.
Scheduled
Action
- Capsule CRM
Finds a Milestone.
Scheduled
Action
- Capsule CRM
Finds a Opportunity.
Scheduled
Action
- Capsule CRM
Finds a Person or Organisation.
Scheduled
Action
- Capsule CRM
Finds a Stage.
Scheduled
Action
- Capsule CRM
Find a Project, or Create if one does not exist.
Scheduled
Action
- Capsule CRM
Find a Opportunity, or Create if one does not exist.
Scheduled
Action
- Capsule CRM
Find a Person or Organisation, or Create if one does not exist.
Scheduled
Action
- Evernote Business
Triggers when a new note is created in or moved to a notebook.
Scheduled
Trigger
- Evernote Business
Triggers when a new notebook is added to Evernote.
Scheduled
Trigger
- Evernote Business
Triggers when a new reminder with a date is added to a notebook.
Scheduled
Trigger
- Evernote Business
Triggers when a specific tag is added to a note in Evernote.
Scheduled
Trigger
- Evernote Business
Adds existing tags to a note.
Scheduled
Action
- Evernote Business
Appends content to an existing note by title inside Evernote (it will be created first if it doesn't exist).
Scheduled
Action
- Evernote Business
Creates a new note in a notebook for Evernote.
Scheduled
Action
- Evernote Business
Creates a new notebook in Evernote.
Scheduled
Action
- Evernote Business
Creates a new tag inside Evernote. Limited to 10,000 tags in your account.
Scheduled
Action
- Evernote Business
Search for a note by title, optionally limited by notebook and tags.
Scheduled
Action
- Evernote Business
Search for a tag by title, optionally limited by notebook.
Scheduled
Action
- Evernote Business
Finds or creates a specific note.
Scheduled
Action
- Evernote Business
Finds or creates a specific tag.
Scheduled
Action
How Capsule CRM + Evernote Business Integrations Work
- Step 1: Authenticate Capsule CRM and Evernote Business.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
Evernote Business Tutorials
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About Evernote Business
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Google Docs
Documents, Google
Evernote
Notes
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