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Add new Evernote reminders to Wealthbox CRM as tasks

  1. When this happensStep 1: New Reminder

  2. Then do thisStep 2: Create Task

Stop managing reminders related to your clientele on multiple apps—bring them all into Wealthbox automatically. Once active, this Zap will take any new reminders created in Evernote and add them to your Wealthbox CRM account as tasks: Now they can all be managed in one place.

Note: Zapier will not add any Evernote reminders that were added before this Zap was enabled. Only new reminders created after this Zap was enabled will be added.

How It Works

  1. A new reminder is created on Evernote
  2. Zapier adds a new task to your Wealthbox CRM account

What You Need

  • Evernote account
  • Wealthbox account

Connect Evernote + Wealthbox CRM in Minutes

It's easy to connect Evernote + Wealthbox CRM and requires absolutely zero coding experience—the only limit is your own imagination.

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