Add Intellinote tasks for new Salesforce opportunities
Salesforce + Intellinote
Intellinote Integrations
Do more with Intellinote
Zapier allows you to instantly connect Intellinote with 2,000+ apps to automate your work and find productivity super powers.
Google Sheets
Google +1
Google, Spreadsheets1 Zap template
1 Zap template
SurveyMonkey
Forms & Surveys1 Zap template
Gmail
Email +1
Email, Google2 Zap templates
Google Calendar
Calendar +1
Calendar, Google1 Zap template
Dropbox
File Management & StorageEvernote
NotesWufoo
Forms & Surveys1 Zap template
Jira Software Server
Project ManagementQuickBooks Online
Accounting +1
Accounting, PremiumTrello
Project ManagementZendesk Sell
CRM (Customer Relationship Management)Microsoft +1
Microsoft, Social Media AccountsSalesforce (Legacy)
CRM (Customer Relationship Management) +1
CRM (Customer Relationship Management), PremiumGoToMeeting
Video ConferencingFacebook Lead Ads
Ads & Conversion +2
Ads & Conversion, Facebook, PremiumGoogle Drive
File Management & Storage +1
File Management & Storage, GoogleAsana
Project ManagementTodoist
Task ManagementFacebook +1
Facebook, Social Media AccountsMicrosoft Excel
Microsoft +1
Microsoft, SpreadsheetsInfusionsoft by Keap
Marketing Automation +1
Marketing Automation, PremiumZendesk
Customer Support +1
Customer Support, Premium1 Zap template
Teachable
Online CoursesGitHub
Developer ToolsFeedly
Social Media Accounts1 Zap template
Freshsales
CRM (Customer Relationship Management)Chargebee
Payment ProcessingZoom
Video ConferencingBox
File Management & StorageamoCRM
CRM (Customer Relationship Management)SurveyGizmo
Forms & SurveysChatfuel
Social Media MarketingMindManager
DocumentsZoho CRM
CRM (Customer Relationship Management) +2
CRM (Customer Relationship Management), Premium, ZohoOnfleet
Product ManagementEnvoy for Visitors
Event ManagementTortii
Team ChatLiquidPlanner
Project ManagementxMatters
Server MonitoringCoda
DocumentsRocket.Chat
Team ChatWave
AccountingConnect Intellinote to 2,000+ Apps
Save Twitter brand mentions as notes in Intellinote
Twitter + Intellinote
Create Intellinote notes from Wufoo form entries
Wufoo + Intellinote
Turn SurveyMonkey survey responses into Intellinote notes
SurveyMonkey + Intellinote
Create an Intellinote note when you label an email in Gmail [Business Gmail Accounts Only]
Gmail + Intellinote
The following Intellinote Triggers, Searches, Filters, and Actions are supported by Zapier:
Triggers
New Chat
Triggers when a new chat message is created.
Tag Added to Note
Triggers when a note is assigned a specified tag.
Tag Added to Task
Triggers when a task is assigned a specified tag.
Comment Added to Task
Triggers when a comment is added to a specified task.
New Workspace
Triggers when a new workspace is created in a specified organization.
New Note
Triggers when a new note is created.
New Task
Triggers when a new task is created.
Comment Added to Note
Triggers when a comment is added to a specified note.
New Tag
Triggers when a new tag is created.
Actions
Create Note
Creates a new note.
Post a Direct Message to a User
Posts a chat message to the specified user.
Add Comment to Task
Adds a comment to a specified task.
Create Task
Creates a new task.
Post a Chat Message to a Workspace
Posts a chat message to the given workspace.
Add Comment to Note
Adds a comment to a specified note.