Intellinote Integrations
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Add an Intellinote task for new Salesforce opportunities
Keep your organization in sync with your sales team by adding a task in Intellinote each time an opportunity is created in Salesforce. You're able to customize the text of the task, too, so whether it's a to-do for new sales materials or a reminder to turn in call notes, use this integration to streamline your workflow.
What It Does
- Zapier keeps an eye on your Salesforce account for new opportunities
- When an opportunity is created, Zapier adds a task to your Intellinote account
What You Need
- Salesforce account
- Intellinote account
Save Twitter brand mentions as notes in Intellinote
Keeping track of positive, negative and neutral brand mentions on Twitter can pay off when you're serving customers, looking for testimonials or brainstorming ways to improve your product or service. With this Zapier integration you can record those brand mentions right where your team can start to discuss them, too—inside Intellinote as notes. You can save whatever details of the tweet you need, too, such as the user's location and follower count.
How It Works
- Zapier keeps ongoing tabs of a Twitter search query
- When a new search result appears, Zapier creates an Intellinote note customized to your preference
What You Need
- Twitter account
- Intellinote account
Turn SurveyMonkey survey responses into Intellinote notes
Surveys can be used for a variety of purposes, from customer satisfaction questionnaires to polling your team for roadmap decisions. But sometimes getting that information to someplace actionable can be a multi-step process. Eliminate those steps with this Zapier automation that'll enter new SurveyMonkey responses as notes in Intellinote, from where you can collaborate with your team.
How It Works
- Zapier keeps an eye on your SurveyMonkey survey responses
- When a new response is received, Zapier creates a note in Intellinote with the question data you've specified
What You Need
- SurveyMonkey account with active survey
- Intellinote account
Create Intellinote notes from Wufoo form entries
Forms on your site can bring in just about anything, from sales leads to support tickets to internal requests, and getting those entries where you want to be a tedious copy-and-paste routine. Use this Zapier automation to start creating new Intellinote notes from each new Wufoo form entry received.
How It Works
- Zapier keeps an eye on your Wufoo account for new entries
- When a new entry is received, Zapier creates a note in Intellinote with the field data you've specified
What You Need
- Wufoo account with active form
- Intellinote account
Tag a task in Intellinote to add it to your Google Calendar
Use this Zapier automation to quickly add Intellinote tasks with due dates to your Google Calendar. To trigger the automation, you'll just need to apply the tag of your choice to the task.
How It Works
- Zapier keeps an eye on your Intellinote tasks
- When you tag an Intellinote task with the specified tag, it adds that task to your Google Calendar
What You Need
- Intellinote account
- Gmail account with active Google Calendar
Add an Intellinote task when a new Desk.com case is created
Keep tabs on your support inbox without leaving Intellinote by using this Zapier integration. When a new Desk.com case is created, a task with the ticket's subject line—or whatever you choose—will be added to Intellinote.
How It Works
- Zapier watches Desk.com for new cases
- When a new case is opened, Zapier creates a task in Intellinote
What You Need
- Desk.com account
- Intellinote account
Create an Intellinote task when you get a new Zendesk ticket
Keep tabs on your support inbox without leaving Intellinote by using this Zapier integration. When you receive a new ticket in Zendesk, a task with the ticket's subject line—or whatever you choose—will be added to Intellinote.
How It Works
- Zapier watches Zendesk for new tickets
- When a new ticket is received, Zapier creates a task in Intellinote
What You Need
- Zendesk account
- Intellinote account
Create Intellinote notes about new Delicous links posted by a user
Do you usually add links that are relevant to your industry to Delicious? Do you often come across articles while browsing that you'd like your team to read? Use this Zapier integration to automatically create a note in Intellinote whenever a specific user adds a new link in Delicious.
How It Works
- A user adds a new link in Delicious
- Zapier creates a note in Intellinote
What You Need
- Delicious account
- Intellinote account
Send direct messages to an Intellinote user about new notes with a tag
Tags can be a handy way to distinguish and categorize notes in Intellinote - and they can also indicate that a particular team member needs to know about a note. Use this Zapier integration to send a direct message to an Intellinote user whenever a certain tag is added to a note.
How It Works
- A new tag is added to a note in Intellinote
- Zapier sends a direct message to an Intellinote user
What You Need
- Intellinote account
Create an Intellinote note when you label an email in Gmail
After you set this integration up, Zapier will automatically start creating notes in Intellinote for you when you apply a certain label (which you choose) to an email thread in Gmail.
How It Works
- Choose which label you want Zapier to watch for new email threads.
- When Zapier finds one, it'll create a new note in Intellinote—subject, content, attachments and all!
- Any replies to the thread will not generate new cards (so long as they are grouped together inside Gmail).
What You Need
- Gmail account with a label you plan to use
- Intellinote account
Star a Gmail email to create a new Intellinote note
After you set this integration up, Zapier will automatically start creating notes in Intellinote for you when you star an email thread in Gmail.
How It Works
- Zapier watches your Gmail account for new starred emails
- When Zapier sees one, it'll create a new note in Intellinote—subject, content, attachments and all!
- Any replies to the thread will not generate new cards (so long as they are grouped together inside Gmail).
What You Need
- Gmail account
- Intellinote account
Create an Intellinote note from a tagged feedly article
Feedly is a great place to discover content that could be meaningful to your team, whether it's a blog post on a feature idea or a study relevant to your industry. Use this Zapier integration to automatically create an Intellinote note when you apply a specified tag, such as "Intellinote", to an article in feedly.
How It Works
- Zapier keeps an eye on your feedly account for new tagged items
- When you tag an item with the tag you've specified in this automation, Zapier adds that item to Intellinote as a note
What You Need
- Feedly account
- Intellinote account
Tag an Intellinote task to add it to a Google Sheets spreadsheet
Logging items in a Google Sheets spreadsheet can be a great way to see what you've accomplished, stores important tasks completed or keep a record of your team's progress. Whatever the use case, this Zapier integration to send Intellinote tasks to a Google Sheets just by applying a tag.
How It Works
- Zapier keeps an eye on your Intellinote tasks
- When you tag an Intellinote task with the specified tag, it adds that task to your Google Calendar
What You Need
- Intellinote account
- Google Apps account
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Intellinote Integration Details
Launched on Zapier December 8, 2014
Zapier combines Triggers (like "Tag Added to Note") and Actions (like "Create Task") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.
The following Intellinote Triggers, Searches, and Actions are supported by Zapier:
Triggers when a note is assigned a specified tag.
Triggers when a new chat message is created.
Triggers when a new task is created.
Triggers when a new note is created.
Triggers when a task is assigned a specified tag.
Triggers when a comment is added to a specified note.
Triggers when a new tag is created.
Triggers when a comment is added to a specified task.
Triggers when a new workspace is created in a specified organization.
Creates a new task.
Creates a new note.
Posts a chat message to the given workspace.
Posts a chat message to the specified user.
Adds a comment to a specified note.
Adds a comment to a specified task.
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