Evernote + PlanOK GCI

Evernote + PlanOK GCI integrations

Create Evernote notes for new promises in PlanOK

Every time a new promise is detected in PlanOK, a a matching Evernote note will be created automatically.

When this happens...
New Promise (Deprecated)Triggers when a new promise is detected in GCI.
TriggerPolling
automatically do this!
Create NoteTriggers when a new note is created in or moved to a notebook.
ActionWrite

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More things you can do with PlanOK GCI and Evernote

Discover other triggers and actions you can use with PlanOK GCI and Evernote

New Business
Triggers when a new business is detected in GCI.
Trigger
Polling
Try It
New Contact A
Triggers when a new contact is detected to the centralizer.
Trigger
Polling
Try It
New Contact C
Triggers when a new contact with name, project and mobile phone is detected to the centralizer.
Trigger
Polling
Try It
New Current Account Reservation
Triggers when a new current account reservation is detected in GCI.
Trigger
Polling
Try It
- Fecha Inicio
- Fecha Fin
- ID del negocio
- ID de la promesa
- ID de la reserva
- ID del cliente
- ID del proyecto
- ID del pago
- ID de la cuota
Trigger
Polling
Try It

- Fecha Inicio
- Fecha Fin
- ID del negocio
- ID de la promesa
- ID de la reserva
- ID del cliente
- ID del proyecto
- ID del pago
- ID de la cuota
Trigger
Polling
Try It
New Promise
Triggers when a new promise is detected in GCI.
Trigger
Polling
Try It

New Quote
Triggers when a new quote is detected in GCI
Trigger
Polling
Try It
New Reservation
Triggers when a new reservation is detected in GCI.
Trigger
Polling
Try It
New Reservation With Medium
Triggers when a new reservation is detected in GCI.
Trigger
Polling
Try It
- Client ID
  Required
- Project ID
  Required
- Medium ID
  Required
- Contact Type ID
  Required
- Expectation ID
  Required
- Commentary
- Re-contact Date
  Required
Action
Write
- IdPromesa
  Required
Action
Search
- Identificador
  Required
- Rut sin guion ni digito verificador
  Required
- TipoCliente
- Ingresar ID del proyecto
Action
Search
New Notebook
Triggers when a new notebook is added to Evernote.
Trigger
Polling
Try It
- Tag
  Required
- Notebook
Trigger
Polling
Try It
- Notebook
  Required
- Title
  Required
- Content
  Required
Action
Write
- Name
  Required
- Stack
Action
Write
- Title
  Required
- Notebook
- Tags
Action
Search
- Title
  Required
- Notebook
  Required
- Tags
- Make links public
- Content
  Required
- Reminder_time
- Reminder_done_time
- Attachment
- Source_url
Action
Search or write

New Canceled Promises
Triggers when a new canceled promise is detected in GCI.
Trigger
Polling
Try It
New Contact B
Triggers when a new contact with email is detected to the centralizer.
Trigger
Polling
Try It
New Current Account
Triggers when a new current account is detected in GCI.
Trigger
Polling
Try It
New Payment
Triggers when a new payment is detected in GCI.
Trigger
Polling
Try It
- Fecha Inicio
- Fecha Fin
- ID del negocio
- ID de la promesa
- ID de la reserva
- ID del cliente
- ID del proyecto
- ID del pago
- ID de la cuota
Trigger
Polling
Try It
New Promise (Deprecated)
Triggers when a new promise is detected in GCI.
Trigger
Polling
Try It
New Project
Triggers when a new proyect is added in GCI.
Trigger
Polling
Try It
New Resciliation
Triggers when a new resciliation is detected in GCI.
Trigger
Polling
Try It
New Reservation Canceled
Triggers when a new reservation canceled is detected in GCI.
Trigger
Polling
Try It
New Writing
Triggers when a new writing is detected in GCI.
Trigger
Polling
Try It
- ID Centralizador
  Required
- Fecha Real Contacto
  Required
Action
Write
- IdCotizacion
  Required
Action
Search
- Notebook
Trigger
Polling
Try It
- Notebook
Trigger
Polling
Try It
- Tags
  Required
- Note
  Required
Action
Write
- Notebook
  Required
- Make links public
- Title
  Required
- Content
  Required
- Tags
- Reminder_time
- Reminder_done_time
- Attachment
- Source_url
Action
Write
- Name
  Required
Action
Write
- Name
  Required
- Notebook
Action
Search
- Name
  Required
- Notebook
Action
Search or write

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.

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Notes

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About PlanOK GCI

GCI is a real estate CRM to manage the complete sales cycle of real estate projects.

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Related categories

CRM (Customer Relationship Management)

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