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Wealthbox CRM + Evernote Integrations

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

About Wealthbox CRM

Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.

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.

Evernote Integrations
Evernote Alternatives

Connect the apps you use everyday and find your productivity super-powers.

  • Evernote Business Evernote Business
  • OneNote OneNote
  • Zoho Notebook Zoho Notebook

Best Wealthbox CRM and Evernote Integrations

  • Wealthbox CRM Evernote Business

    Evernote + Evernote Business

    Copy new Evernote notes to your Evernote Business account Read More...
    When this happens...
    Wealthbox CRM New Note
     
    Then do this...
    Evernote Business Create Note

    Ever find yourself manually sending Evernote notes to your Evernote Business account? If yes, stop it right away and let Appy Pie Connect handle it for you. After setting this integration up, any note you create in Evernote will be sent to your Evernote Business account automatically, keeping both your apps on the same page.

    Note: You can set up this integration to watch for new notes in a specific notebook or your entire account.

    How It Works
    • A new note is created on Evernote
    • Appy Pie Connect automatically copies that note to Evernote Business
    What You Need
    • An Evernote account
    • An Evernote Business account
  • Wealthbox CRM OneNote

    Evernote + OneNote

    Copy notes on Evernote to your OneNote Notebook Read More...
    When this happens...
    Wealthbox CRM New Note
     
    Then do this...
    OneNote Create Note
    Teamwork is the cornerstone of business success, and it's all due to the powerful effects of collaboration. As team members exchange ideas with each other, diverse perspectives combine to catalyze creative solutions to business problems. Connect your Evernote with OneNote and make your team collaboration more efficient. Once you’ve set up this integration, whenever a new note is added to Evernote, Appy Pie Connect will automatically copy that note to your OneNote account, keeping both of your teams on the same page.
    How this Evernote - OneNote integration works
    • A new note is created in Evernote
    • Appy Pie Connect copies that note to a new note in your OneNote notebook
    What You Need
    • A OneNote account
    • An Evernote account
  • Wealthbox CRM Google Calendar

    Evernote + Google Calendar

    Create Google Calendar events from new Evernote notes Read More...
    When this happens...
    Wealthbox CRM New Note
     
    Then do this...
    Google Calendar Create Detailed Event
    With Google Calendar, you can quickly schedule meetings and events, and get reminders about upcoming events or meetings, so that you always know what’s next. The Evernote - Google Calendar integration can help you create events for every task that you need to accomplish. Once active, every time you create a note in Evernote, Appy Pie Connect will automatically add a new detailed event on Google Calendar.
    How this integration works
    • A new note is created on Evernote
    • Appy Pie Connect automatically creates a new detailed event on Google Calendar
    What You Need
    • An Evernote account
    • A Google Calendar
  • Wealthbox CRM Todoist

    Evernote + Todoist

    Create new Todoist tasks from Evernote notes Read More...
    When this happens...
    Wealthbox CRM New Note
     
    Then do this...
    Todoist Create Task
    The new Todoist integration lets you create Todoist tasks from any Evernote note without any coding. It's a great way to keep track of a project or get more things done, all while staying in the app you're most comfortable with. This Evernote Todoist integration will help you automatically create a new Todoist tasks when you create new Evernote notes in a specific notebook.
    How It Works
    • A new note is added to your Evernote notebook
    • Appy Pie Connect adds that note to Todoist as a task
    What You Need
    • Evernote account
    • Todoist account
  • Wealthbox CRM Slack

    Evernote + Slack

    Get Slack notifications when new Evernote notes are created Read More...
    When this happens...
    Wealthbox CRM New Note
     
    Then do this...
    Slack Send Channel Message
    Keep your notifications out of the way by adding them to Slack - a team communication platform featuring real-time messaging, archiving and search. Evernote integrates with Slack so that whenever someone tags you in a note or highlights you in a note shared to a group, you will get notified automatically. You can even share Evernote notes with entire channels inside of Slack, making it easier to keep everyone on the same page.
    How This Evernote-Slack Integration Works
    • A new note is added to Evernote
    • Appy Pie Connect sends a message to a channel in Slack
    Apps Involved
    • Evernote
    • Slack
  • Wealthbox CRM Slack

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    When this happens...
    Wealthbox CRM {{item.triggerTitle}}
     
    Then do this...
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Connect Wealthbox CRM + Evernote in easier way

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

    Triggers
  • New Comment

    Triggers when a new comment is created.

  • New Contact

    Triggers when a new contact is created.

  • New Event

    Triggers when a new event is created.

  • New Note

    Triggers when a new note is created.

  • New Opportunity

    Triggers when a new opportunity is created.

  • New Project

    Triggers when a new project is created.

  • New Workflow

    Triggers when a new workflow is created.

  • New Note

    New Note

  • New Notebook

    New Notebook

    Actions
  • Add Member to Household

    Adds a new family member to a household.

  • Create Contact

    Creates a new contact.

  • Create Event

    Creates a new event.

  • Create Household

    Create a new household

  • Create Note

    Creates a new note.

  • Create Opportunity

    Creates a new opportunity.

  • Create Project

    Creates a new project.

  • Create Task

    Creates a new task.

  • Start Workflow

    Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.

  • Create Note

    Create Note

How Wealthbox CRM & Evernote Integrations Work

  1. Step 1: Choose Wealthbox CRM as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Wealthbox CRM with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Evernote as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Evernote with Appy Pie Connect.

    (2 minutes)

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