Evernote + Insightly

Create notes in Evernote for new records in Insightly

Keep track of new records in Insightly by generating corresponding notes in Evernote. This workflow activates when a new record appears in Insightly, and instantly creates a related note in Evernote. This efficient process not only ensures seamless data alignment, but also frees up your time for strategic tasks. Enhance productivity and data management with this efficient Insightly to Evernote connection.

Keep track of new records in Insightly by generating corresponding notes in Evernote. This workflow activates when a new record appears in Insightly, and instantly creates a related note in Evernote. This efficient process not only ensures seamless data alignment, but also frees up your time for strategic tasks. Enhance productivity and data management with this efficient Insightly to Evernote connection.

  1. When this happens...
    InsightlyInsightly
    New Record

    Triggers when a new record is created.

    TriggerInstant
  2. automatically do this!
    EvernoteEvernote
    Create Note

    Triggers when a new note is created in or moved to a notebook.

    ActionWrite
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Supported triggers and actions

evernote logo
evernote logo

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

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insightly logo
insightly logo

About Insightly

Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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