Integrate Evernote with Zendesk

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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 Zendesk

Zendesk is the world's leading cloud-based customer service software that provides a single platform for businesses to improve their customer service, support and experience across multiple channels, such as email, social media and helpdesks.

Zendesk Integrations
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Best Evernote and Zendesk Integrations

  • Evernote Integration Zendesk Integration

    Evernote + Zendesk

    Create Ticket to Zendesk from New Notebook in Evernote Read More...
    Close
    When this happens...
    Evernote Integration New Notebook
     
    Then do this...
    Zendesk Integration Create Ticket
  • Evernote Integration Zendesk Integration

    Evernote + Zendesk

    Update User in Zendesk when New Notebook is created in Evernote Read More...
    Close
    When this happens...
    Evernote Integration New Notebook
     
    Then do this...
    Zendesk Integration Update User
  • Evernote Integration Zendesk Integration

    Evernote + Zendesk

    Create User to Zendesk from New Notebook in Evernote Read More...
    Close
    When this happens...
    Evernote Integration New Notebook
     
    Then do this...
    Zendesk Integration Create User
  • Evernote Integration Zendesk Integration

    Evernote + Zendesk

    Create Organization to Zendesk from New Notebook in Evernote Read More...
    Close
    When this happens...
    Evernote Integration New Notebook
     
    Then do this...
    Zendesk Integration Create Organization
  • Evernote Integration Zendesk Integration

    Evernote + Zendesk

    Update Ticket in Zendesk when New Notebook is created in Evernote Read More...
    Close
    When this happens...
    Evernote Integration New Notebook
     
    Then do this...
    Zendesk Integration Update Ticket
  • 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 + Zendesk in easier way

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

    Triggers
  • New Note

    New Note

  • New Notebook

    New Notebook

  • New Group

    Triggers every time a new group is created in Zendesk.

  • New Organization

    Triggers once a new organization is added to Zendesk.

  • New Ticket

    Triggers every time a new ticket is added to a view.

  • New User

    Triggers when a new user is created in Zendesk.

  • Updated Ticket

    Triggers every time when a ticket is updated. (Note-Zendesk might take an hour to make tickets available via their API with this trigger).

    Actions
  • Create Note

    Create Note

  • Create Organization

    Create a new organization.

  • Create Ticket

    Create a new ticket.

  • Create User

    Create a new user.

  • Update Organization

    Update an existing organization.

  • Update Ticket

    Modify an existing ticket status or add comments.

  • Update User

    Modify an existing user.

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

How Evernote & Zendesk 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 Zendesk 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 Zendesk.

    (2 minutes)

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

Integration of Evernote and Zendesk

Evernote?

Evernote is a Palo Alto, California-based software company with the primary goal of simplifying information management in business and personal settings. It offers a suite of applications and services for web, mobile and desktop to capture, organize, search and share notes, images and documents.

Evernote was founded in 2008 by Stepan Pachikov and Igor Sheludko; its first funding round was led in 2009 with an $850,000 investment from venture capital firms, including Morgenthaler Ventures. Investors also include Index Ventures, First Round Capital, Sequoia Capital, SV Angel and Reid Hoffman. The company has raised $79.5 million in funding to date. Evernote was named one of the best startups of 2010 by ReadWriteWeb and one of the best apps of 2009 by TechCrunch. In 2013, Evernote raised $20 million in funding, which included investment from Chinese e-commerce giant Alibaba. The round valued the company at approximately $1 billion.

As of 2016, Evernote has more than 150 million users worldwide and over 70 million monthly active users.

Zendesk?

Zendesk is a cloud-based customer service software company based in San Francisco, California that provides products for businesses to manage their support operations through multiple channels, including email and social media sites. The company operates internationally.

The company is best known for its customer service tops, which are the primary product. Zendesk’s products are designed to integrate with most commonly used business software, such as salesforce.com, Google Apps, Dropbox, SAP, SugarCRM and others. In 2012 it began offering a freemium service called “Zendesk Guide” to help small businesses manage their Facebook pages.

In 2014, Zendesk acquired payment processing company TSYS Acquiring Sputions for $265 million to expand their offerings for small and medium-sized businesses into areas such as online payments. In 2015 the company launched a free edition called Zendesk Talk for online advice communities and forums.

Body

Integration of Evernote and Zendesk

Integration between Zendesk and Evernote will help enhance customer support services using Zendesk as the platform where all the information regarding the customers would be stored as well as also help improve the quality of customer experience by making it easier for agents to handle customer queries. There are several features available within these two platforms that complement each other to make it easier for companies to manage their support operations in a better way. Below are some of the features available in both the platforms:

Using Zendesk’s Chat feature agents can notify users about their chat requests or comment on the conversations they have with customers via an inline notification that appears right inside Evernote’s chat window. When an agent sends a message via chat, it will show up as an inline message to the user allowing them to quickly reply back without having to switch between windows or applications. This makes it easier for agents to send out mass notifications about important announcements or ask customers to contact them directly regarding any questions they may have regarding their account. This also helps agents save time as they no longer need to repeatedly send similar messages about similar issues or questions that come up frequently. With this integration, agents don’t need to worry about asking customers to add their phone number or email address in order to get in touch with them again since the agent can simply send the message from Zendesk and it will appear inside Evernote’s chat window. This eliminates the need for requesting customer information during each chat session which can be confusing for customers especially those who don’t use chat regularly since they don’t understand why they need to provide information during each conversation with a different agent. Zendesk’s Chat integration with Evernote also lets agents send messages from outside of Zendesk using Apple’s iMessage or Google’s Hangouts apps. Agents no longer need to log into Zendesk when they want to send messages from outside of Zendesk since they can now do so directly from their phones using Apple’s iMessage app or Google’s Hangouts app. This makes it easier for agents who are already very busy with several chats at once to continue sending messages without having to move away from the chats they have already started interacting with customers in order to log into Zendesk again. This helps improve the quality of service provided by your agents since they don’t need to constantly switch between chats just because they want to send out another message about something they think is relevant or important for their customers. Agents can now conveniently view all their chat history using Evernote. All chat transcripts will be securely saved in your Evernote notebooks where you can easily view them whenever you want using your computer or mobile device instead of logging into Zendesk just to read through all your past chats with customers. This helps agents manage their chats more effectively as they can easily refer back to past conversations when they need to ask additional questions or give additional updates to their customers without having to repeat themselves too often when answering similar questions repeatedly over and over again. A simple click on the “Export Chat Transcript” button will let you save all your past chats with customers in a single note inside your Evernote notebook. Agents no longer have to worry about losing track of previous chats since everything is saved in one place where you can easily access them anytime you need them. Having your chat transcripts saved in Evernote also helps agents stay organized since all conversations are now stored together in one place instead of being scattered all over your various conversations with customers. Since all conversations are saved in one place, it also becomes easier for agents to find specific chats when needed since you can simply check if you have past chats regarding specific topics or individuals instead of having to search through several different conversations just because you think you might have had a chat sometime before about a specific topic or issue with a customer that you are currently trying to help spve problems on. With Evernote’s Snapshots feature you can easily save notes attached within conversations within your Evernote notebooks while still having access to the entire conversation thread so you can always refer back to previous answers when needed. If a customer needs help spving problems related to a specific note within a specific conversation thread then you don’t need to start over again from scratch since you can simply refer back to previous answers previously given by other agents if needed. When a customer asks you for help spving problems related to an attachment contained within your note then you can click on the “View Snapshot” button instead of typing out a new reply every single time since it automatically shows the attachment contained within the chat if it is also contained within the same note in Evernote that you are viewing inside your notebook while chatting with customers. Agents no longer have to start over again from scratch when replying back to customers regarding problems related to specific notes if they want to refer back to earlier responses provided by other agents in order to avoid repeating themselves too often when responding back to customers over and over again about specific topics or issues if needed. Instead of typing out responses from scratch each time, agents can simply click on “View Snapshot” and get instant access to previous conversations that were completed on that same topic so they can directly refer back and copy-and-paste previously provided answers into new conversations instead of typing out responses from scratch each time even if the problem has not been spved yet or additional information was requested from customers after providing initial assistance previously before being asked again by other customers about related issues later on down the road. All messages sent out via Zendesk will show up as comments inside Evernote conversations if there are any so that agents can now reply back directly using built-in features found within Evernote like @mentions, #hashtags or by simply tagging people within your organization who may be able to answer questions related directly inside specific notes containing attachments previously mentioned by customers when the problem was discussed previously through direct messages via Zendesk Chat rather than having to manually type out responses from scratch each time even if there is already an existing conversation thread saved within your Evernote notebook related specifically to your current chat session with a customer if needed. With this integration, there would no longer be any need for agents needing to ask customers for their email addresses (unless requested by customers requesting access. since agents can simply rely on Evernote’s native commenting capabilities instead where @mentioning someone would automatically notify them about your query within a conversation so they can

The process to integrate Evernote and Zendesk 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.