Integrate Survey Booker with Evernote to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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Zapier makes it easy to integrate Survey Booker with Evernote - no code necessary. See how you can get setup in minutes.

Select a trigger from Survey Booker

A trigger is an event that starts your Zap and runs the workflow. For example, with Survey Booker, a trigger could be "Customer Resubscribes to Marketing Email."

A trigger is the event that kicks off your automated workflow.

Setup an action from Evernote

An action is what takes place after the automation is triggered. For example, with Evernote, the action could be "Tag Note."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Survey Booker to Evernote

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Triggers and actions are the main components of every automated workflow.

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Connect Survey Booker and Evernote to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Customer Resubscribes to Marketing Email
Triggers when a customer opts back in to marketing emails.
Trigger
Scheduled
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Estimated Report Date Rescheduled
Triggers when the estimated report date is rescheduled on Survey Booker.
Trigger
Scheduled
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Inspection Date Rescheduled
Triggers when the inspection date has been rescheduled on Survey Booker.
Trigger
Scheduled
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New Customer
Triggers when a new unique customer is added to Survey Booker. Add new customer details to other apps.
Trigger
Scheduled
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New Review
Triggers when a customer has left a new review on Survey Booker.
Trigger
Scheduled
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Report Uploaded
Triggers when the report has been uploaded to Survey Booker.
Trigger
Scheduled
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- Notebook
Trigger
Scheduled
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- Notebook
Trigger
Scheduled
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- Tags
  Required
- Note
  Required
Action
Write
- Notebook
- Title
  Required
- Content
  Required
- Tags
- Reminder_time
- Reminder_done_time
- Attachment
- Source_url
Action
Write
- Name
  Required
Action
Write
- Name
  Required
- Notebook
Action
Search
- Name
  Required
- Notebook
Action
Search or write

Customer Unsubscribed From Email
Triggers when a customer unsubscribes from a lead nurture email.
Trigger
Scheduled
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Estimated Report Date Set
Triggers when the estimated report date has been set on Survey Booker.
Trigger
Scheduled
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Inspection Date Set
Triggers when the inspection date is set on Survey Booker. Get survey details when inspection date is set.
Trigger
Scheduled
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New Payment
Triggers when a new payment is received.
Trigger
Scheduled
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New Terms
Triggers when all parties have signed e-terms and they are uploaded to Survey Booker.
Trigger
Scheduled
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Survey Assigned to Surveyor
Triggers when a surveyor is assigned to a survey ID.
Trigger
Scheduled
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New Notebook
Triggers when a new notebook is added to Evernote.
Trigger
Scheduled
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- Tag
  Required
- Notebook
Trigger
Scheduled
Try It
- Notebook
- Title
  Required
- Content
  Required
Action
Write
- Name
  Required
- Stack
Action
Write
- Title
  Required
- Notebook
- Tags
  Required
Action
Search
- Title
  Required
- Notebook
- Tags
  Required
- Content
  Required
- Reminder_time
- Reminder_done_time
- Attachment
- Source_url
Action
Search or write

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About Survey Booker

Survey Booker is the CRM system for Surveyors to help you grow sales, save time and manage your customers.

Related categories

Sales & CRM

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.

Learn more Help

Related categories

Notes

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Documents

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Notes, Zoho

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