An automated workflow using integromat
Connects Pipedrive + Evernote
Add new Pipedrive notes to Evernote as notes
About this workflow template
This automation scenario allows you to connect Pipedrive and Evernote
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Pipedrive and Evernote can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in Pipedrive
Watch Notes in Pipedrive
Triggers when a new note is added or updated.
Then this action happens in Evernote
Create a note in Evernote
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Add new Pipedrive notes to Evernote as notes.
Part I
Configure Applications
First, we need to connect Pipedrive and Evernote to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Pipedrive to Make.com.
Give Make.com access to your Pipedrive account, using Pipedrive credentials.
Connect Evernote to Make.com.
Give Make.com access to your Evernote account, using Evernote credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for Pipedrive
Choose the following trigger: Watch Notes (Triggers when a new note is added or updated.).
Then set up an Action for Evernote
Choose this action: Create a note (null).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Pipedrive and Evernote.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Add new Pipedrive notes to Evernote as notes!
Related Automation Templates
Supported triggers and actions
New deal
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Triggers when a new person is created.
triggerbyzapierautomateiopabbly-connectpipedreamalbatoDeal matching filter
Triggers when a deal newly matches a Pipedrive filter for the first time.
triggerbyzapieralbatoUpdated deal stage
Triggers when a deal's stage is updated.
triggerbyzapierautomateioNew lead
Triggers when a Lead is created.
triggerbyzapierpabbly-connectalbatoUpdated deal
Triggers when an existing deal is updated.
triggerbyzapierautomateiopabbly-connectpipedream
Create note
Creates a new note in a notebook for Evernote.
actionbyzapierCreate a note
This Action will create a new note in the notebook you specify.
actionbyiftttintegromatAppend to note
Appends content to an existing note by title inside Evernote (it will be created first if it doesn't exist).
actionbyzapieriftttCreate a link note
This Action will create a new link note from a source URL in the notebook you specify.
actionbyiftttAppend a to-do to note
This Action will append a to-do checkbox to a note as determined by its title and notebook. Once a note’s size reaches 2MB a new note will be created.
actionbyiftttCreate image note from url
This Action will create a new note with an image attachment in the notebook you specify.
actionbyifttt
Apps you need
Pipedrive alternatives
Elevate your note taking game with Evernote, the ultimate productivity app that enables you to capture and organize all your ideas, projects, and tasks across all your devices. Keep everything in one place and never miss a beat.
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
