Evernote + Zomentum

Create new Evernote notebooks for each new Zomentum client created

When a new client is added in Zomentum, this workflow creates a corresponding notebook in Evernote. This streamlined process ensures all important client data is organized and accessible in your note-taking app. Ideal for businesses looking to optimize their client management system, this automation makes it easier to track and store essential client information.

When this happens...
Client Created
Triggers when a new client is created.
TriggerPolling
automatically do this!
Create Notebook
Triggers when a new notebook is added to Evernote.
ActionWrite

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Supported triggers and actions

Client Created
Triggers when a new client is created.
Trigger
Polling
Try It
Contact Created
Triggers when a new contact is created.
Trigger
Polling
Try It
Document Approved
Triggers when to get items details for the approved document.
Trigger
Polling
Try It
Document Updated
Triggers when Document is updated.
Trigger
Polling
Try It
Opportunity Updated
Triggers when Opportunity is updated.
Trigger
Polling
Try It

- ClientCompanyId
- nameRequired
- companyTypeRequired
- logo
- Address Line 1
- Address Line 2
- pincode
- state
- country
- phone
- City
- Website
- Owner
- Source
- Campaign
- TwitterURL
- FacebookURL
- LinkedURL
- DateAcquired
- Owner Email
Action
Write
- OpportunityId
- NameRequired
- Client NameRequired
- Contact Email
- Opportunity Type
- Opportunity PipelineRequired
- Opportunity StageRequired
- Estimated Close Date
- Client Purchase Order (P.O.) Number
- Close Probability
- first nameRequired
- Last name
- Contact Type
- Estimated Value
- Source
- Campaign
- Owner Email
Action
Write

- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- ClientUserIdRequired
Action
Search
- Notebook
Trigger
Polling
Try It
- Notebook
Trigger
Polling
Try It
- TagsRequired
- NoteRequired
Action
Write
- NotebookRequired
- Make links public
- TitleRequired
- ContentRequired
- Tags
- Reminder Time
- Reminder Done Time
- Attachment
- Source Url
Action
Write
- NameRequired
Action
Write
- NameRequired
- Notebook
Action
Search
- NameRequired
- Notebook
Action
Search or write

Client Updated
Triggers when a client is updated.
Trigger
Polling
Try It
Contact Updated
Triggers when a contact is update.
Trigger
Polling
Try It
Document Created
Triggers when a new Document is created.
Trigger
Polling
Try It
Opportunity Created
Triggers when a new Opportunity is created.
Trigger
Polling
Try It
Users
Triggers when fetch owner while creating client.
Trigger
Polling
Try It
- ClientCompanyId
- emailRequired
- phone
- clientCompanyNameRequired
- contactType
- firstRequired
- last
- JobTitle
- Department
Action
Write
- OpportunityIdRequired
- Name
- Client Name
- Contact Email
- Opportunity Type
- Opportunity Pipeline
- Opportunity Stage
- Estimated Close Date
- Client Purchase Order (P.O.) Number
- Close Probability
- first name
- Last name
- Contact Type
- Estimated Value
- Source
- Campaign
- Owner Email
Action
Write
- ClientCompanyIdRequired
- GetOpportunities
- GetClientContact
Action
Search
- OpportunityIdRequired
Action
Search
New Notebook
Triggers when a new notebook is added to Evernote.
Trigger
Polling
Try It
- TagRequired
- Notebook
Trigger
Polling
Try It
- NotebookRequired
- TitleRequired
- ContentRequired
Action
Write
- NameRequired
- Stack
Action
Write
- TitleRequired
- Notebook
- Tags
Action
Search
- TitleRequired
- NotebookRequired
- Tags
- Make links public
- ContentRequired
- Reminder Time
- Reminder Done Time
- Attachment
- Source Url
Action
Search or write

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.

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