Microsoft OneNote + Truss

Microsoft OneNote + Truss integrations

Create new Truss projects from new Microsoft OneNote notes in section

Streamline your project creation process with this workflow. When you add a new note in a specific section in Microsoft OneNote, it instantly initiates the creation of a new project in the Truss app using User Id. Not only does this save time, but it also allows for efficient information transfer, ensuring your new projects accurately reflect the details in your notes.

When this happens...
New Note in SectionTriggers when a new note is created in a notebook/section.
TriggerPolling
automatically do this!
Create New Project by User IdCreate a new project by user id
ActionWrite

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More things you can do with Microsoft OneNote and Truss

Discover other triggers and actions you can use with Microsoft OneNote and Truss

- Notebook
  Required
- Section
  Required
Trigger
Polling
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- Title
  Required
- Image URL
  Required
Action
Write
- Notebook
  Required
- Section
  Required
- Title
  Required
- Content Type
- Content
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
New Contact Linked to Entity
Trigger when a new contact is linked to Entity
Trigger
Instant
Try It

New Entity
Trigger when a new entity is created
Trigger
Instant
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New Comment
Triggers when a new comment is added to a task.
Trigger
Instant
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New Project Linked to Entity
Trigger when a new project is linked to entity
Trigger
Instant
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Project Modified
Triggers when a project is modified.
Trigger
Instant
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Project Status Change
Triggers when the project status change
Trigger
Instant
Try It
Project Task Modified
Triggers when a project task is modified.
Trigger
Instant
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- Project ID
  Required
- Tag Name
  Required
Action
Write
Get All Projects in Firm
Get all projects in your firm
Action
Write
- Project ID
  Required
- Project Status ID
  Required
Action
Write
- First Name
  Required
- Last Name
  Required
- Client ID Number
- Email
  Required
- Phone Number
- Contact Street Address
- Contact City
- Contact State
- Contact Zip
- Tag
Action
Write
- Group Template ID
  Required
- Project ID
  Required
Action
Write
- Entity ID
  Required
Action
Write
- User ID
  Required
- Project Name
  Required
- Contact ID
Action
Write
- Project ID
  Required
- Project Name
- Metadata
Action
Write
- Project ID
  Required
- Task ID
  Required
Action
Search
- ID
  Required
Action
Search

- Notebook
  Required
- Section
  Required
- Page/Note
  Required
- Content Type
- Content
  Required
Action
Write
- Title
  Required
- Content Type
- Content
  Required
Action
Write
- URL Link
  Required
Action
Write
New Task
Triggers when add new Task to a porject.
Trigger
Instant
Try It
Contact Modified
Triggers when a contact info is changed.
Trigger
Instant
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New File Upload
Triggers when a new file is uploaded to the Webapp.
Trigger
Instant
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New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New Project Created
Triggers when a new project is created.
Trigger
Instant
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Project Ready
Trigger when client finish all tasks
Trigger
Instant
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Stripe Payment Complete
Triggers when a user finish the stripe payment
Trigger
Instant
Try It
- Contact ID
  Required
- Entity ID
  Required
Action
Write
- Project ID
  Required
- Entity ID
  Required
Action
Write
Get All Firm User
Get all the user from firm
Action
Write
- Project ID
  Required
- Contact ID
  Required
Action
Write
- Entity Name
  Required
- Entity Type
  Required
- EIN
- Client ID Number
- State Corp ID
- Secretary of State ID
- IP Pin
Action
Write
- Contact ID
  Required
Action
Write
- String From
  Required
- Ending At
  Required
Action
Write
- Project ID
  Required
- Tag Name
  Required
Action
Write
- Project ID
  Required
Action
Search
- Project ID
  Required
Action
Search

About Microsoft OneNote

Microsoft OneNote is a note-taking app from Microsoft that makes it easy to sync your ideas, sketches and notes across all your devices.

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About Truss

Shockingly simple file collection via the Truss web application. Simple, Secure, Sorted.

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