Integrate Evernote Business with Nutshell

Appy Pie Connect allows you to automate multiple workflows between Evernote Business and Nutshell

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About Evernote Business

The Evernote for Business app brings your work to life in new ways. Annotate, organize, and share across devices to stay organized and engaged with your team.

About Nutshell

Nutshell is a low-cost, simple-to-use CRM that assists small-business sales teams in closing more deals.

Want to explore Evernote Business + Nutshell quick connects for faster integration? Here’s our list of the best Evernote Business + Nutshell quick connects.

Explore quick connects

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Connect Evernote Business + Nutshell in easier way

It's easy to connect Evernote Business + Nutshell without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Note

    Triggers when a new note is created in or moved to a notebook.

  • New Notebook

    New Notebook

  • Lead Won

    Triggers when a lead is won.

  • New Activity

    Triggers when new Activity is created.

  • New Company

    Triggers when new Company is created.

  • New Lead

    Triggers when a new Lead is created.

  • New Person

    Triggers when new Person is created.

  • Actions
  • Create Note

    Create Note

  • Create Company

    Creates a new Company.

  • Create Lead

    Creates a new Lead.

  • Create Person

    Creates a new Person.

  • Update Lead

    Updates an existing Lead.

How Evernote Business & Nutshell Integrations Work

  1. Step 1: Choose Evernote Business as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Nutshell as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Evernote Business to Nutshell.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Evernote Business and Nutshell

Evernote Business is a cloud-based business productivity suite. It allows you to work together with your cpleagues and clients on shared notes, documents, and projects. Evernote Business integrates with many third-party applications, including Slack, Salesforce, Dropbox, Box, Google Drive, MailChimp, Zendesk, Twitter, Facebook, and more.

With Nutshell, you can quickly create visual slideshows and articles that will help you communicate faster and more effectively with your team and clients. You can also use Nutshell to visually organize the information stored in Evernote Business.

Integration of Evernote Business and Nutshell

Nutshell has two ways to integrate with Evernote Business:

Nutshell Notebooks – With Nutshell Notebooks, you can take any Evernote Business note and make it into a visual slide that’s ready to share or present. You can also create new notebooks by importing existing Evernote Business notes or taking notes directly in Nutshell.

Nutshell Articles – With Nutshell Articles, you can create visually-rich content for your company blog or newsletter that’s created instantly from your existing notes. You can add images and videos from within Evernote Business to Nutshell articles to illustrate your ideas.

Benefits of Integration of Evernote Business and Nutshell

Evernote Business users will have access to the fplowing features in Nutshell:

Optimize Your Workflow – By integrating with other popular apps, you can create content faster than ever before. With Nutshell’s integration with Slack , you can create and edit articles right within a Slack channel. Create beautiful visual slides for your presentations with Nutshell’s integration with Powerpoint . Create visual reports for your sales team using Salesforce . Create a series of articles for your newsletter using MailChimp . Add images from Google Drive to an article. Share files from Dropbox with your team members. Manage all of your social media content in one place by adding it to an article. Set up a private team library with Box . Share reports with cpleagues in real time by adding them to a Google Docs document. Add files from Dropbox to a Google Docs document. And much more!

– By integrating with other popular apps, you can create content faster than ever before. With , you can create and edit articles right within a Slack channel. Create beautiful visual slides for your presentations with . Create visual reports for your sales team using . Create a series of articles for your newsletter using . Add images from to an article. Share files from with your team members. Manage all of your social media content in one place by adding it to an article. Set up a private team library with . Share reports with cpleagues in real time by adding them to a Google Docs document. Add files from Dropbox to a Google Docs document. And much more! Organize Visual Content – Use Evernote Business as the central repository for all the important visuals in your organization. Quickly search for images based on metadata such as size, creation date, tags, or labels. The integrated search feature allows you to find images across all of your accounts—not just those stored in Evernote Business—meaning you’ll spend less time searching for relevant files and more time making great content.

– Use Evernote Business as the central repository for all the important visuals in your organization. Quickly search for images based on metadata such as size, creation date, tags, or labels. The integrated search feature allows you to find images across all of your accounts—not just those stored in Evernote Business—meaning you’ll spend less time searching for relevant files and more time making great content. Make Cplaboration Simple – Cplaborate on notes together in real time with others inside or outside of your organization. When working with a cplaborator within Nutshell Articles , leave comments directly on the page within your browser so other contributors know what needs to be done next. In addition, everyone who works with these notes will be able to see revision history easily. This allows everyone on the team to see who changed what and when, which helps keep knowledge consistent across teams and departments.

– Cplaborate on notes together in real time with others inside or outside of your organization. When working with a cplaborator within , leave comments directly on the page within your browser so other contributors know what needs to be done next. In addition, everyone who works with these notes will be able to see revision history easily. This allows everyone on the team to see who changed what and when, which helps keep knowledge consistent across teams and departments. Gain Visibility into Your Data – With Evernote Business and Nutshell integrated, you have a clear view into how your data is being used across departments and teams through two dashboards. the Activity Dashboard and the Usage Dashboard . The Activity dashboard is where you’ll see how many times each note has been edited or viewed; emailed; shared publicly; saved; added to a notebook; or made public. The Usage dashboard shows how many times each note has been viewed or edited by month; viewed or edited by user; emailed; made public; or shared publicly by user name (if applicable. These dashboards give you visibility into how your data is being used internally, allowing you to better see what’s working and what isn’t and address any issues right away.

The process to integrate Evernote Business and Nutshell may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.

Page reviewed by: Abhinav Girdhar  | Last Updated on February 01,2023 11:04 am