Integrate Evernote with Apptivo

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
20 Million man hours saved

Award Winning App Integration Platform

About Evernote

Evernote is a note taking application that lets you capture and find any kind of information, including articles, videos, and people you meet. It helps you remember everything, from ideas to travel plans, business cards to bookmarks.

About Apptivo

Apptivo is a robust sales and marketing platform with features such as lead management, an opportunity pipeline with attractive dashboards, campaign management, and flexible workflow capabilities such as marketing automation.

Apptivo Integrations

Best Evernote and Apptivo Integrations

  • Evernote Integration Apptivo Integration

    Evernote + Apptivo

    Add Employee in apptivo when New Notebook is created in Evernote Read More...
    Close
    When this happens...
    Evernote Integration New Notebook
     
    Then do this...
    Apptivo Integration Add Employee
  • Evernote Integration Apptivo Integration

    Evernote + Apptivo

    Create Lead to apptivo from New Notebook in Evernote Read More...
    Close
    When this happens...
    Evernote Integration New Notebook
     
    Then do this...
    Apptivo Integration Create Lead
  • Evernote Integration Apptivo Integration

    Evernote + Apptivo

    Create Opportunity to apptivo from New Notebook in Evernote Read More...
    Close
    When this happens...
    Evernote Integration New Notebook
     
    Then do this...
    Apptivo Integration Create Opportunity
  • Evernote Integration Apptivo Integration

    Evernote + Apptivo

    Create Case to apptivo from New Notebook in Evernote Read More...
    Close
    When this happens...
    Evernote Integration New Notebook
     
    Then do this...
    Apptivo Integration Create Case
  • Evernote Integration Apptivo Integration

    Evernote + Apptivo

    Create Contact to apptivo from New Notebook in Evernote Read More...
    Close
    When this happens...
    Evernote Integration New Notebook
     
    Then do this...
    Apptivo Integration Create Contact
  • Evernote Integration {{item.actionAppName}} Integration

    Evernote + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Evernote + Apptivo in easier way

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

    Triggers
  • New Note

    New Note

  • New Notebook

    New Notebook

  • New Case

    Trigger when new case created.

  • New Contact

    Trigger when new contact created.

  • New Contract

    Trigger when new contract created.

  • New Customer

    Trigger when new customer created.

  • New Employee

    Trigger when new employee created.

  • New Lead

    Trigger when new lead created.

  • New Opportunity

    Trigger when new opportunity created.

  • Update Contact

    Trigger when any contact update.

    Actions
  • Create Note

    Create Note

  • Add Employee

    Add new employee.

  • Create Case

    Create a new case.

  • Create Contact

    Creates a new contact.

  • Create Customer

    Creates a new customer.

  • Create Lead

    Creates a new lead.

  • Create Opportunity

    Creates a new Opportunity.

Compliance Certifications and Memberships

Highly rated by thousands of customers all over the world

We’ve been featured on

featuredon
Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Evernote & Apptivo Integrations Work

  1. Step 1: Choose Evernote 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 Apptivo 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 to Apptivo.

    (2 minutes)

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

Integration of Evernote and Apptivo

Evernote and Apptivo offer a wide range of services that can help employees to manage their daily tasks at the office. These two apps are very useful in managing a business. These apps can help you to simplify your life by making your tasks more organized. Evernote is like a digital notebook that allows you to organize all your ideas and thoughts. Apptivo is an employee management software that helps you to do customer service, sales, payrpl, and other things that are related to your business. Let’s look at each of these apps.

Evernote

Evernote is a cloud-based note taking application that helps users to store their notes online. It is helpful for taking notes of meeting minutes, brainstorming sessions, or even shopping lists. You can store your notes on the cloud and access them with your mobile device. It comes with features like audio recording, email, chat, and others. The best part about Evernote is that it will convert your handwritten notes into digital text. You can also use it as a planner, with reminders and fplow up reminders.

Apptivo

Apptivo is an employee management software that helps you to manage your customers, sales team, support team, and other people related to your business. It has many features like CRM, task management, inbox management, budget management, expense management, project management, lead generation, client relationship management, invoicing, time tracking, payrpl, etc. Apptivo is compatible with Android devices and Windows Phones. It also has many integrations with third-party apps like Salesforce, Freshbooks, Zendesk, JIRA, MailChimp, Google Apps, etc. Read our Apptivo review for more information about this app.

Integration of Evernote and Apptivo

If you are wondering how to integrate these apps together, here are the steps you need to fplow. First of all, you need to create an account on both these apps on your desktop or on your mobile phone. Then log into both of these apps on your desktop or on your mobile phone using your Apptivo ID/Evernote ID. After that go to Settings > Integrations on Apptivo. Then click on “Enable Evernote Integration”. On the next page click on “Activate Your Account” on Evernote. You will be asked to enter your username or email address on Evernote. After that click on “Activate Account” on Apptivo. Then you will be redirected back to Apptivo and you will see the ‘Evernote Sync’ icon appearing in your left navigation menu at the top of your screen. Now you can start syncing your data from the Apptivo app and the Evernote app together.

Benefits of Integration of Evernote and Apptivo:

Managing tasks is much easier if you use these two apps together because they have similar features like task lists and reminders. Task lists can help you to keep track of all the tasks that need to be done in a particular day or week. Reminders for tasks for a particular day or week can help you to remember what needs to be done before a particular day or week ends. The integration of these two apps helps users to manage their tasks much easier than before. For example. If you take down a meeting minutes in Evernote and mark it as completed in the Apptivo app then it will automatically sync the task list in Evernote and marking it as complete in the Apptivo app as well.

If you take down a task list in the Apptivo app and mark it as completed then it will automatically sync that task list as complete in the external applications like Salesforce, Freshbooks, Zendesk, Gmail, etc. If you want to integrate these two apps together then you need to set up an account on both these apps on your desktop or on your mobile phone using your Apptivo ID/Evernote ID. Then log into both of these apps on your desktop or on your mobile phone using your Apptivo ID/Evernote ID. After that go to Settings > Integrations on Apptivo. Then click on “Enable Evernote Integration”. On the next page click on “Activate Your Account” on Evernote. You will be asked to enter your username or email address on Evernote. After that click on “Activate Account” on Apptivo. Then you will be redirected back to Apptivo and you will see the ‘Evernote Sync’ icon appearing in your left navigation menu at the top of your screen. Now you can start syncing your data from the Apptivo app and the Evernote app together.

In this post we have discussed about how you can integrate Evernote and Apptivo together so that it will be easier for you to manage tasks in the workplace as well as at home. These two apps are very useful in managing a business or an individual’s personal life so that they can do their tasks easier than ever before with fewer errors. These two apps are designed in such a way that they are compatible with most operating systems so that everyone can use them without any difficulty whatsoever. If you are looking for an affordable CRM spution then you should try out Apptivo because it offers many free CRM features along with paid CRM features that are available in the marketplace at just $9 per month per user. We hope this blog post helped you learn more about integrating Evernote and Apptivo together so that you can manage tasks effortlessly in the future!

The process to integrate Evernote and Apptivo 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.