When this happens...
Wealthbox CRMNew Task
Then do this...
EvernoteCreate Note

Instead of being forced to manage tasks and reminders across multiple platforms, allow Zapier to consolidate your reminders from Wealthbox CRM and Evernote into your Evernote. Once set up, this Wealthbox CRM - Evernote integration will automatically add any new tasks created on Wealthbox CRM to Evernote as reminders so you never lose track of your todos.

Note: This Zapier integration doesn't import already existing tasks into Evernote, just new tasks after the Zap is turned on.

How It Works

  1. A new task is created on Wealthbox CRM
  2. Zapier creates a new reminder in Evernote

What You Need

  • Wealthbox CRM account
  • Evernote account

Why Zapier?


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

When this happens...
then do this!
New Note

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

Tag Note

Adds existing tags to a note.

New Tag Added to Note

Triggers when a specific tag is added to a note in Evernote.

Create Note

Creates a new note in a notebook for Evernote.

New Reminder

Triggers when a new reminder with a date is added to a notebook.

Append to Note

Appends content to an existing note by title inside Evernote (it will be created first if it doesn't exist).

New Task

Triggers when a new task is created.

Create Contact

Creates a new contact.

New Event

Triggers when a new event is created.

Create Event

Creates a new event.

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Become a Zapier Integration Partner

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

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.

See Wealthbox CRM Integrations