Evernote + Wealthbox CRM

Evernote + Wealthbox CRM integrations

Add new Wealthbox CRM tasks as Evernote reminders

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.

When this happens...
New TaskTriggers when a new task is created.
TriggerInstant
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 Wealthbox CRM and Evernote

Discover other triggers and actions you can use with Wealthbox CRM and Evernote

New Comment
Triggers when a new comment is created.
Trigger
Instant
Try It
- Plan Limitation
Trigger
Instant
Try It
New Note
Triggers when a new note is created.
Trigger
Instant
Try It
New Project
Triggers when a new project is created.
Trigger
Instant
Try It
New Task
Triggers when a new task is created.
Trigger
Instant
Try It

Workflow Step Complete
Triggers when an existing workflow step is completed.
Trigger
Instant
Try It
- Phone Number Type
- Primary Phone Number
- Phone Number
- Email Type
- Primary Email Address
- Email Address
- Street Address Type
- Street Address Line 1
- Street Address Line 2
- City
- Zip Code
- State
- Country
- Primary Street Address
- First Name
- Last Name
- Prefix
- Middle Name
- Suffix
- Nickname
- Job Title
- Twitter Handle
- Company
- Background Information
- Birthdate
- Website URL
- Primary Website
- Gender
- Contact Source
- Marital Status
- Birthplace
- Maiden Name
- Tags
- Note
- Contact Type
- Assigned To
- Referred By
Action
Write

- Related Contact
- Type
- Content
  Required
- Tags
Action
Write
- Name
  Required
- Description
  Required
- Organizer
Action
Write
- Name
  Required
- Type
  Required
- Tags
- Email Address
- Email Type
- Primary Email
Action
Write
- Email Address
- Name
- Phone Number
- Id
- Type
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

New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New Event
Triggers when a new event is created.
Trigger
Instant
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Instant
Try It
Task Complete
Triggers when a Task has been completed. Non-repeating tasks only.
Trigger
Instant
Try It
New Workflow
Triggers when a new workflow is created.
Trigger
Instant
Try It
- Household
  Required
- Member
  Required
- Title
  Required
Action
Write
- Related Contact
- Title
  Required
- Description
- Starts At
  Required
- Ends At
  Required
- All Day
- Category
- State
- Location
Action
Write
- Related Contact
- Name
  Required
- Description
- Target Close Date
  Required
- Probability
  Required
- Opportunity Stage
  Required
- Manager
- Amount
- Currency
- Kind
Action
Write
- Category
- Related Contact
- Type
- Name
  Required
- Due Date
  Required
- Description
- Assignment Type
  Required
- Complete
- Priority
Action
Write
- Workflow Template
  Required
- Linked to Type
  Required
- Linked to Id
  Required
- Label
Action
Write
- Email Address
- Name
- Phone Number
- Id
- Type
- Phone Number Type
- Primary Phone Number
- Phone Number
- Email Type
- Primary Email Address
- Email Address
- Street Address Type
- Street Address Line 1
- Street Address Line 2
- City
- Zip Code
- State
- Country
- Primary Street Address
- First Name
- Last Name
- Prefix
- Middle Name
- Suffix
- Nickname
- Job Title
- Twitter Handle
- Company
- Background Information
- Birthdate
- Website URL
- Primary Website
- Gender
- Contact Source
- Marital Status
- Birthplace
- Maiden Name
- Tags
- Note
- Contact Type
- Assigned To
- Referred By
Action
Search or write
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

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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Related categories

Notes

Similar apps

Microsoft OneNote

Microsoft, Notes

Quip

Documents

Zoho Notebook

Notes, Zoho

About Wealthbox CRM

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

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Add new Evernote reminders to Wealthbox CRM as tasks

Create tasks in Wealthbox CRM for new reminders in Evernote