Coaching Loft + Evernote Integrations

How to connect Coaching Loft + Evernote

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Add new coaching session notes from Coaching Loft to Evernote
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Coaching Loft + Evernote
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When this happens
Step 1: New Coaching Session Completed
Then do this
Step 2: Create Note
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Add new coaching session notes from Coaching Loft to Evernote
Add new coaching session notes from Coaching Loft to Evernote
Coaching Loft + Evernote

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Supported triggers and actions

What does this mean?

New Appointment
Triggers when a new appointment is created.
Trigger
Scheduled
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New Contact
Triggers when a new contact is created.
Trigger
Scheduled
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New Invoice
Triggers when a new invoice is created.
Trigger
Scheduled
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- Client EmailRequired
  This is the email of the Client/Coachee to whom the Action is to be assigned.
- TitleRequired
  A one-liner text to determine the action.
- Action DetailsRequired
  The detailed context of the action.
- Date DueRequired
  Date of which the Action is to be done.
Action
Write
- First NameRequired
  The first name of the contact.
- Last NameRequired
  The last name of the contact.
- EmailRequired
  The email address of the contact (if the same email was found on your contact list, the existing contact data will be updated).
- Contact Number
  The main contact number of the contact.
- Company Name
  The company name of the contact.
- Occupation
  The occupation/job title of the contact.
- Website
  The Website URL of the contact where they are affiliated.
- Linked-in Profile
  The Linked-in profile link of the contact.
- Facebook Page/Profile
  The Facebook profile link of the contact.
- Tags
  Tags must be comma-separated (e.g. Customer, Subscriber, etc.).
- Source
  The source is where the contact came from (e.g. Facebook, Website contact form).
Action
Write

- Client Email AddressRequired
  The email address of the client that you coached in the session log. (The email address must reflect to one of your clients registered on Coaching Loft).
- Title
  The title of the session log.
- Start Date & TimeRequired
  Date and time of when this event starts. See this help doc for more information.
- End Date & TimeRequired
  Date and time of when this event ends.
- Location
  The location where the session took place.
- Session LogRequired
  The actual logged details of the session.
Action
Write
New Notebook
Triggers when a new notebook is added to Evernote.
Trigger
Scheduled
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- TagRequired
- Notebook
  Select the Notebook where your desired Note to trigger on is located
Trigger
Scheduled
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- NotebookRequired
  Which notebook contains the note to append to (or create)?
- TitleRequired
  The title of the note to append to (or create).
- ContentRequired
  The new content to append to the note.
Action
Write
- NameRequired
- Stack
  Provide a parent to "stack" or organize your notebooks.
Action
Write
- TitleRequired
- Notebook
- Tags
  When specified, the note must have all the tags listed.
Action
Search
- TitleRequired
- NotebookRequired
- Tags
  When specified, the note must have all the tags listed.
- ContentRequired
  You can use HTML for formatting.
- Reminder Time
- Reminder Done Time
- Attachment
  Must be a file object from another service or a publicly accessible URL.
- Source Url
  Link to the original source of the note.
Action
Search or write

New Client
Triggers when a new client/coachee is created from your coachee list.
Trigger
Scheduled
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New File Attachment
Triggers when a new file is uploaded or shared to your file storage.
Trigger
Scheduled
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New Coaching Session Completed
Triggers when or after a coaching session has been completed.
Trigger
Scheduled
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- TitleRequired
  Title of the Appointment
- Start Date & TimeRequired
  Date and time of when this event starts. See this help doc for more information.
- End Date & TimeRequired
  Date and time of when this event ends.
- LocationRequired
  Location of the Appointment
- Description
  Description of the new appointment
- Client Email AddressRequired
  The email address of the client you'll be having an appointment with. (The email address must reflect to one of your clients registered on Coaching Loft).
Action
Write
- Client EmailRequired
  This is the email of the Client/Coachee to whom the Invoice is to be assigned.
- Invoice numberRequired
  Unique identification number or code from the invoice.
- CurrencyRequired
  The currency used for the invoice (e.g. USD, EUR, AUD).
- Subtotal
  The subtotal value of the invoice, numbers only (e.g. 150.00, 235.65, 300.99).
- Total AmountRequired
  The total amount value of the invoice, numbers only (e.g. 150.00, 235.65, 300.99).
- Description
  The description of the invoice
- Due DateRequired
  Date of which the invoice is supposed to be settled.
- Sending DateRequired
  Actual sending date of the invoice to the client.
- Settlement Date
  The date when the invoice got settled (only applicable on invoices with "paid" status).
- Status
  Status of the invoice.
Action
Write
- Notebook
  Choose one if you want to trigger on notes only in a specific notebook.
Trigger
Scheduled
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- Notebook
  Choose one if you want to trigger on notes only in a specific notebook.
Trigger
Scheduled
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- TagsRequired
- NoteRequired
Action
Write
- NotebookRequired
- TitleRequired
- ContentRequired
  You can use HTML for formatting.
- Tags
  A comma separated list of tag names.
- Reminder Time
- Reminder Done Time
- Attachment
  Must be a file object from another service or a publicly accessible URL.
- Source Url
  Link to the original source of the note.
Action
Write
- NameRequired
  Tags in Evernote have certain characters restricted so we will automatically strip out some invalid characters (like commas).
Action
Write
- NameRequired
- Notebook
Action
Search
- NameRequired
  Tags in Evernote have certain characters restricted so we will automatically strip out some invalid characters (like commas).
- Notebook
Action
Search or write

How Coaching Loft + Evernote Integrations Work

Step 1: Authenticate Coaching Loft and Evernote.
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.

Connect apps

Connect Coaching Loft + Evernote

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About Coaching Loft

Coaching Loft is a platform that helps coaches manage and organize their practices to deliver a fluent coaching experience to their clients.

Related categories

CRM (Customer Relationship Management)

About Evernote

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.

Learn more

Related categories

Notes

Similar apps

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Microsoft, Notes

Quip

Documents

Zoho Notebook

Notes, Zoho

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Coaching Loft + Evernote Integrations

How to connect Coaching Loft + Evernote

Add new coaching session notes from Coaching Loft to Evernote

Add new coaching session notes from Coaching Loft to Evernote

Connect your apps and automate workflows

New Appointment

New Contact

New Invoice

Add New Action

Client EmailRequired

TitleRequired

Action DetailsRequired

Date DueRequired

Add New Contact

First NameRequired

Last NameRequired

EmailRequired

Contact Number

Company Name

Occupation

Website

Linked-in Profile

Facebook Page/Profile

Tags

Source

Add New Session Log

Client Email AddressRequired

Title

Start Date & TimeRequired

End Date & TimeRequired

Location

Session LogRequired

New Notebook

New Tag Added to Note

TagRequired

Notebook

Append to Note

NotebookRequired

TitleRequired

ContentRequired

Create Notebook

NameRequired

Stack

Find a Note

TitleRequired

Notebook

Tags

Find or Create Note

TitleRequired

NotebookRequired

Tags

ContentRequired

Reminder Time

Reminder Done Time

Attachment

Source Url

New Client

New File Attachment

New Coaching Session Completed

Add New Appointment

TitleRequired

Start Date & TimeRequired

End Date & TimeRequired

LocationRequired

Description

Client Email AddressRequired

Add New Invoice

Client EmailRequired

Invoice numberRequired

CurrencyRequired

Subtotal

Total AmountRequired

Description

Due DateRequired

Sending DateRequired

Settlement Date

Status

New Note

Notebook

New Reminder