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Evernote + Wealthbox CRM

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.

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.

  1. When this happens...
    Wealthbox CRMWealthbox CRM
    New Task

    Triggers when a new task 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

What does this mean?
  • Wealthbox CRM triggers, actions, and search

    New Comment

    Triggers when a new comment is created.

    Trigger
    Instant
    Try It
  • Wealthbox CRM triggers, actions, and search

    New Opportunity

    Triggers when a new opportunity is created.

    Trigger
    Instant
    Try It
  • Wealthbox CRM triggers, actions, and search

    Task Complete

    Triggers when a Task has been completed. Non-repeating tasks only.

    Trigger
    Instant
    Try It
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.
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Related categories

  • Notes

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wealthbox logo
wealthbox logo

About Wealthbox CRM

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

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