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.
- When this happens...New Task
Triggers when a new task is created.
- automatically do this!Create Note
Triggers when a new note is created in or moved to a notebook.
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