An automated workflow using integromat
Connects SuiteCRM + Evernote
Create Evernote notes from new SuiteCRM 7 opportunitities
About this workflow template
This automation scenario allows you to connect SuiteCRM 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.
SuiteCRM and Evernote can also be integrated using automation tools other than integromat:
How it works?
When this trigger fires in SuiteCRM
Watch objects in SuiteCRM
Triggers when a new object of selected type is created 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 Create Evernote notes from new SuiteCRM 7 opportunitities.
Part I
Configure Applications
First, we need to connect SuiteCRM and Evernote to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect SuiteCRM to Make.com.
Give Make.com access to your SuiteCRM account, using SuiteCRM 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 SuiteCRM
Choose the following trigger: Watch objects (Triggers when a new object of selected type is created 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 SuiteCRM 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 Evernote notes from new SuiteCRM 7 opportunitities!
Related Automation Templates
Supported triggers and actions
New note
Triggers when a new note is created in or moved to a notebook.
triggerbyzapierautomateioNew tag added to note
Triggers when a specific tag is added to a note in Evernote.
triggerbyzapierNew note in a notebook
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.
triggerbyzapierautomateioWatch notes
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
Create object
Creates a new object of selected type.
actionbyintegromatRetrieve object
Retrieves an object of selected type by ID.
actionbyintegromatUpdate object
Updates an object of selected type by ID.
actionbyintegromatSearch for objects
Retrieves objects of selected type by a search criteria.
actionbyintegromatWatch objects
Triggers when a new object of selected type is created or updated.
triggerbyintegromat
Apps you need
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.
