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Integrating Evernote Business with Microsoft Dynamics CRM by AI Agents and Assistants

Appy Pie Automate allows you to automate multiple workflows between Evernote Business and Microsoft Dynamics CRM

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Integrations for Evernote Business
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 Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship organization software package that helps increase sales by improving customer service, tracking and analyzing data from marketing strategies, and managing support requests.

Integrations for Microsoft Dynamics CRM
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Connect Evernote Business + Microsoft Dynamics CRM in easier way

It's easy to connect Evernote Business + Microsoft Dynamics CRM 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

  • New Account

    Triggers when a new account is created.

  • New Case

    Triggers when a new case is created.

  • New Contact

    Triggers when a new contact is created.

  • New Invoice

    Triggers when a new invoice is created.

  • New Lead

    Triggers when a new lead is created.

  • New Task

    Triggers when a new task is created.

  • Updated Lead

    Triggers when a lead is updated.

  • Actions
  • Create Note

    Create Note

  • Create Account

    Creates a new account.

  • Create Case

    Creates a new case.

  • Create Contact

    Creates a new contact.

  • Create Lead

    Creates a new lead.

  • Create Note

    Create Note

  • Create Opportunity

    Creates a new Opportunity.

  • Update Case

    Updates an existing case.

  • Update Task

    Updates an existing task

How Evernote Business & Microsoft Dynamics CRM Integrations Work

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

    (30 seconds)

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

    (10 seconds)

  3. Step 3: Pick Microsoft Dynamics CRM 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 Microsoft Dynamics CRM.

    (2 minutes)

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

Page reviewed by Abhinav Girdhar  | Last Updated on July 21, 2024, 2:14 am
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