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Evernote Make integrationAutomate Evernote with Make.
What if your notes filed and updated themselves? The Evernote Make integration gives you 10 modules: 1 trigger, 8 actions and 1 iterator. This page is for Evernote users new to Make, and it walks you from the connection to a first working scenario.
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What can the Evernote Make integration do for you?
The Evernote Make integration links your Evernote account to Make so a scenario (the automation you build in Make) can read and write your notes. It spots notes created or updated in a notebook, then creates, edits, completes, shares or deletes notes, and hands each attachment to the next step.
Meeting notes that finish themselves. Watch notes keeps an eye on a Meetings notebook. When someone adds a note there, Append content to a note adds a follow-up section at the bottom, and Share a note makes it available to the people who need it.
A notebook per new client. When a deal closes in your CRM, Create a notebook opens a dedicated space and Create a note drops a kickoff page inside. The CRM side comes from another app's module, for example the Agile CRM Make integration.
Attachments that leave Evernote. Retrieve note attachments splits a note's files into single items, so each receipt or PDF can travel on to a table, such as the one described in the Airtable Make integration.
What this app does not have: a Make an API Call module, and the documentation lists no prerequisite and no numeric limit. The trigger is scheduled, so Make checks Evernote on the scenario's schedule instead of hearing from it the moment a note changes. Weighing another tool? The n8n vs Make comparison sets out the criteria side by side.
How do you connect Evernote to Make?
- 01
Add an Evernote module
In a scenario, click the +, search for Evernote and pick any of its modules. Make then shows a Create a connection button: a connection is your Evernote account linked to Make once and reused by every Evernote module.
- 02
Name it and authorize Make
Give the connection a name if you like, handy when you juggle a personal and a work account. Make then opens Evernote's own page, where you sign in and allow access. Nothing to copy by hand.
- 03
Save and check the lists
Click Save. Back in the module, Make can now list what it reads from your account, such as your notebooks, so you pick from a menu instead of typing names.
Your first scenario with Evernote
GoalWhen a note is created or updated in your chosen notebook, Make appends a follow-up section to it.
- 01
Create the scenario
On the Scenarios page, create a new scenario and click the big +. Search for Evernote and choose Watch notes as the first module.
- 02
Connect and pick the notebook
Click Create a connection and authorize Make. Then choose the notebook to watch from the list Make shows: only notes created or updated there will start the scenario.
- 03
Add the append step
Click the + to the right of Watch notes and add Append content to a note. Map the note coming from the trigger, then write the text to add, a checklist of next steps for instance.
- 04
Test with Run once
Edit a note in the watched notebook, then click Run once. Open each module's bubble to read the bundle it received: a bundle is one item, here one note, moving from one module to the next.
- 05
Schedule and switch on
Open the clock on the first module. A new scenario runs every 15 minutes by default, and 15 minutes is also the shortest gap on the Free plan. Switch the scenario on and it keeps going.
What starts an Evernote scenario
1 module starts a scenario when something happens in Evernote. A scheduled trigger is checked by Make on the scenario's schedule; an instant one is called by Evernote as soon as it happens.
Watch notes
Scheduled triggerIn Make“Triggers when a note is created or updated in a selected notebook.”
Watch notes hands you every note that was created or updated in the notebook you select, so the rest of the scenario can act on fresh content without you copying anything. One module covers both cases, new notes and edited ones.
Everything Evernote can do in Make
Evernote gives you 9 modules in 2 groups. For each one: what it does for you, when to reach for it, and what to watch out for.
Modules index
Actions
8 modulesCreate a note
ActionCreate a note turns data from any earlier module into a brand new note, so a form answer, an email or a CRM record lands in Evernote without retyping. You map the content, Make writes the note.
Update a note
ActionUpdate a note rewrites an existing note with values from your scenario, which keeps a status page or a client sheet accurate without opening Evernote. You point it at the note, then map the new content.
Append content to a note
ActionAppend content to a note adds text at the end of a note you already have, and leaves the existing content alone. It suits running logs: a call summary, a new order, a comment from another tool.
Delete a note
ActionDelete a note removes a note for you, which keeps notebooks tidy once a note has served its purpose, for example after its content has been copied to another tool by an earlier module.
Get a note
ActionIn Make“Gets a note by an ID.”
Get a note fetches one note from its ID and passes its data to the next module. You get the full note to work with, not just a pointer.
Create a notebook
ActionCreate a notebook opens a new notebook in your account, so each project, client or event gets its own space the moment it exists elsewhere. Later modules can then file notes straight into it.
Search for notes
ActionSearch for notes finds the notes that match what you ask for and passes them on, which lets a scenario work on notes it did not create itself. It is the usual way to locate a note before updating or appending.
Share a note
ActionShare a note makes a note available to others straight from your scenario, so a finished brief or checklist reaches its readers without a manual step in Evernote.
Iterators
1 moduleRetrieve note attachments
IteratorIn Make“Retrieves note attachments one at a time so that they can be further used in a scenario.”
Retrieve note attachments takes the files attached to a note and releases them one at a time, each as its own bundle, so the next modules can save, send or log every file separately.
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