Evernote + Wealthbox CRM
Add new Evernote reminders to Wealthbox CRM as tasks
Stop managing reminders related to your clientele on multiple apps—bring them all into Wealthbox automatically. Once active, this Zap will take any new reminders created in Evernote and add them to your Wealthbox CRM account as tasks: Now they can all be managed in one place.
Stop managing reminders related to your clientele on multiple apps—bring them all into Wealthbox automatically. Once active, this Zap will take any new reminders created in Evernote and add them to your Wealthbox CRM account as tasks: Now they can all be managed in one place.
- When this happens...New Reminder
Triggers when a new reminder with a date is added to a notebook.
- automatically do this!Create Task
Creates a new task.
- Free forever for core features
- 14 day trial for premium features & apps
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.
Related categories
Similar apps
OneNote
Microsoft, Notes
Quip
Documents
Zoho Notebook
Notes, ZohoAbout Wealthbox CRM
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
