Create integrations between Evernote Business and Solve CRM to automate any workflow

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.

A trigger is where automation begins

A trigger is an event that starts your Zap. Say you want to receive an email every time someone fills in a Facebook form—the trigger would be "new Facebook lead.

A trigger is the event that kicks off your automated workflow.

Now it's time for action

An action is the event an automation performs after it is triggered. Say you want to send a Slack message any time you receive a Facebook lead—the action would be "send a Slack message.

An action is the event that your automated workflow performs when triggered.

And that's it! You've just created a Zap.

A Zap is an automated workflow—consisting of a trigger and one or more actions—that connects your apps.

Triggers and actions are the main components of every automated workflow.

Connect Evernote Business and Solve CRM to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Connect your tools and unlock the power of automation

With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Notebook
Trigger
Scheduled
Try It
- Notebook
Trigger
Scheduled
Try It
- Tags
  Required
- Note
  Required
Action
Write
- Notebook
- Title
  Required
- Content
  Required
- Tags
- Reminder_time
- Reminder_done_time
- Attachment
- Source_url
Action
Write
- Name
  Required
Action
Write

- Name
  Required
- Notebook
Action
Search
- Name
  Required
- Notebook
Action
Search or write

New Contact
Triggers when you add a new contact.
Trigger
Scheduled
Try It
- Category Tag
  Required
Trigger
Scheduled
Try It
New Workgroup
Triggers when a new workgroup is created.
Trigger
Scheduled
Try It
- Shared With...
- First Name
- Last Name
- Job Title
- Business Address
- Business Email
- Business Fax
- Business Phone Direct
- Business Phone Extension
- Business Phone Main
- Cellular Phone
- Home Address
- Home Phone
- Other Email
- Personal Email
- Website
- Categories
Action
Write

New Notebook
Triggers when a new notebook is added to Evernote.
Trigger
Scheduled
Try It
- Tag
  Required
- Notebook
Trigger
Scheduled
Try It
- Notebook
- Title
  Required
- Content
  Required
Action
Write
- Name
  Required
Action
Write
- Title
  Required
- Notebook
- Tags
  Required
Action
Search
- Title
  Required
- Notebook
- Tags
  Required
- Content
  Required
- Reminder_time
- Reminder_done_time
- Attachment
- Source_url
Action
Search or write
New Company
Triggers when you add a new company.
Trigger
Scheduled
Try It
- Category Tag
  Required
Trigger
Scheduled
Try It
New User
Triggers when you add a new user account.
Trigger
Scheduled
Try It
- Shared With...
- Name
  Required
- Categories
Action
Write

About Evernote Business

Evernote Business brings the note-taking features of Evernote to your team. Capture and remember ideas and more, then collaborate on them with anyone in your company. Using Evernote on your own? Check out Evernote Personal.

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Notes

Similar apps

Google Docs

Documents, Google

Evernote

Notes

Pocket

Bookmark Managers

About Solve CRM

Solve is a productivity CRM for teams to manage customer workflows. Simplify all record keeping, scheduling, communication and information sharing - especially when mobile.

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Related categories