An automated workflow using zapier
Connects Smartsheet + Evernote
Create notes in Evernote for new Smartsheet rows
About this workflow template
This automation scenario allows you to connect Smartsheet and Evernote
It can be build using Zapier, a no-code workflow automation tool. Zapier 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.
Categories
Smartsheet and Evernote can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in Smartsheet
New Row in Smartsheet
Triggers when a new row is added.
Then this action happens in Evernote
Create Note in Evernote
Creates a new note in a notebook for Evernote.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create notes in Evernote for new Smartsheet rows.
Part I
Configure Applications
First, we need to connect Smartsheet and Evernote to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Smartsheet to Zapier.
Give Zapier access to your Smartsheet account, using Smartsheet credentials.
Connect Evernote to Zapier.
Give Zapier 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 Zapier.
Set up a Trigger action for Smartsheet
Choose the following trigger: New Row (Triggers when a new row is added.).
Then set up an Action for Evernote
Choose this action: Create Note (Creates a new note in a notebook for Evernote.).
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 Smartsheet 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 Create notes in Evernote for new Smartsheet rows!
Related Automation Templates
Supported triggers and actions
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Triggers when a new note is created in or moved to a notebook.
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This Trigger fires every time you create a new note in a specific notebook.
triggerbyiftttNew reminder
Triggers when a new reminder with a date is added to a notebook.
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Triggers when a note is created or updated in a selected notebook.
triggerbyintegromatAdd a specific tag to note
This Trigger fires every time you add a specific tag to any of your notes.
triggerbyifttt
Add row to sheet
Add a row to a sheet.
actionbyzapierpabbly-connectpipedreamCreate a row
Inserts a row into the specified sheet.
actionbyintegromatNew row update
Update an existing row with new values. Requires a row ID.
actionbyzapierAdd attachment to row
Adds a file attachment to a row.
actionbyzapierNew sheet from template
Create a new sheet from a template.
actionbyzapierpabbly-connectpipedreamCreate workspace
Creates a Workspace.
actionbyzapierintegratelypabbly-connect
Apps you need
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