ConnectWise Manage + Evernote Business Integrations
How to connect ConnectWise Manage + Evernote Business
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New/Updated ContactTriggers when a contact is created or updated.Trigger- New/Updated ProjectTriggers when a project is created or updated.Trigger
- New/Updated TicketTriggers when a service ticket is created and/or updated.Trigger
- New TerritoryTriggers when a new territory is created.Trigger
- Create CompanyCreates a new company.Action
- Create ContactCreates a new contact.Action
- Create TicketCreates a new service desk or project ticket.Action
- Create Ticket NoteCreate a service note or ticket note.Action
- ConnectWise Manage
Updates an existing company.
Scheduled
Action
- ConnectWise Manage
Updates an existing service or project ticket.
Scheduled
Action
- ConnectWise Manage
Find a company by company identifier.
Scheduled
Action
- ConnectWise Manage
Find a contact by name, email, or other parameter.
Scheduled
Action
- ConnectWise Manage
Find a ticket by ID, Summary, or other parameter.
Scheduled
Action
- ConnectWise Manage
Find a company by Company ID. Optionally, create one if none are found.
Scheduled
Action
- ConnectWise Manage
Find a contact by name, email, or other parameter. Optionally, create one if none are found.
Scheduled
Action
- ConnectWise Manage
Find a ticket by ID, Summary, or other parameter. Optionally, create one if none are found.
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 ConnectWise Manage + Evernote Business Integrations Work
- Step 1: Authenticate ConnectWise Manage 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
About ConnectWise Manage
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About Evernote Business
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Evernote
Notes
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