Integrating pipelinedeals with Evernote by AI Agents and Assistants
Appy Pie Automate allows you to automate multiple workflows between pipelinedeals and Evernote
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PipelineDeals is the first sales productivity platform that combines sales engagement and CRM in a single, user-friendly app.
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.
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It's easy to connect pipelinedeals + Evernote without coding knowledge. Start creating your own business flow.
- Triggers
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Deal Status ChangedTriggers when a deal in your PipelineDeals account is updated from one status to another.
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Moved Deal
Triggers when a deal in your PipelineDeals account is moved from one deal stage to another.
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New Company
Triggers when a new company is created in your PipelineDeals account.
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New Deal
Triggers when a new deal is created in your PipelineDeals account.
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New Person
Triggers when a new person, lead, or contact is created in your PipelineDeals account.
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get event categories
get event categories
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list Person
Hidden Trigger to list Person list
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list deal stages
list deal stages
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New NoteNew Note
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New Notebook
New Notebook
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Updated Note
Updated Note
- Actions
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Create Activity
Creates a new activity associated to an existing person, company or deal.
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Create Company
Creates a new company in your PipelineDeals account.
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Create Deal
Creates a new deal in your PipelineDeals account.
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Create Person
Creates a new person in your PipelineDeals account.
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Create Task
Creates a new calendar task in your PipelineDeals account.
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Update Company
Updates an existing company in your PipelineDeals account.
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Update Deal
Updates an existing deal in your PipelineDeals account.
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Update Person
Updates an existing person in your PipelineDeals account.
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Create Note
Create Note
How pipelinedeals & Evernote Integrations Work
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Step 1: Choose pipelinedeals as a trigger app and authenticate it on Appy Pie Automate.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Evernote as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from pipelinedeals to Evernote.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.