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Evernote Zapier integrationAutomate Evernote with Zapier.

The Evernote Zapier integration offers 4 triggers, 5 actions and 2 searches. Notes, notebooks, reminders and tags can start a Zap, and Zapier can write notes, append to them and tag them for you. All four triggers are checked on a timer, not instantly.

See the 11 operations

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Overview

What the Evernote integration does for you

The Evernote Zapier integration connects your notebooks to the rest of your tools. A note, a notebook, a dated reminder or a tag can start an automation, and Zapier can create notes, add text to an existing one, tag notes and look notes up, without you opening Evernote.

Three results cover what people usually want. A running log: Append to Note adds content to a note found by its title, and creates it if it does not exist yet, so one note can collect every client call or every expense. A tag-driven workflow: tagging a note with a word you choose fires New Tag Added to Note, which turns a simple tag into a button for the rest of your stack. A clean structure: Create Notebook and Create Note set up the same skeleton each time a new client or project starts.

What Zapier does not do here: react instantly. The four Evernote triggers are polling triggers, so on the free plan a tagged note can wait up to 15 minutes before anything happens. Among the 11 operations Zapier offers, none deletes a note, moves one between notebooks or removes a tag. And it does not touch notes that existed before your Zap was switched on.

If you are weighing other tools for the same notebooks, see the Evernote Make integration page.

Vocabulary

Zapier vocabulary, in plain words

Eight terms come back on every Zapier screen. Each one is explained once here.

Zap
The automation you build on Zapier: one trigger, then one or more steps that run every time that trigger event happens.
Trigger
The event that starts the Zap, such as a new note in a notebook. Once the Zap is on, Zapier waits for it.
Action
What the Zap does once it has started: the step that creates, appends to or tags something in Evernote for you.
Task
The unit Zapier bills: one action your Zap completes successfully. Your plan gives you a monthly count of tasks.
Polling trigger
A trigger Zapier checks on a timer, keeping only what it has not seen before. All Evernote triggers work this way.
Filter
A step that lets the Zap continue only when the data meets your condition, for example a title containing a word.
Search step
A step that looks up something that already exists, such as a note by title, so later steps can use what it found.
Multi-step Zap
Any Zap beyond one trigger and one action. A second action, a filter or a search makes one, and it needs a paid plan.
Cost

What an Evernote Zap really costs

Evernote is not a premium app, so it works on the free Zapier plan. You pay in tasks, and only for actions that succeed.

  • Free plan100 tasks a month, two-step Zaps
  • Trigger checksFree of charge
  • Evernote triggers4 polling, 0 instant
  • Premium appNo

The trigger never costs a task, and neither does Zapier checking Evernote for new notes, however often it looks. Each action that completes counts once, and a failed one does not count. The free plan gives you 100 tasks a month, checks for new items every 15 minutes and builds two-step Zaps only: one trigger, one action. A filter or a search step makes the Zap multi-step, which needs a paid plan, so the first Zap below already sits on one.

Connect

Connect your Evernote account to Zapier

  1. 01

    Start from the Apps page

    Open the Apps page of your Zapier account and click + Add connection. A connection is your Evernote account linked to Zapier once, then reused by every step that needs it.

  2. 02

    Find Evernote

    Search for Evernote in the dialog, select it and click Add connection. You need an Evernote account already, plus access to any shared notebook you want the Zap to read or write.

  3. 03

    Sign in and grant access

    Sign in to Evernote in the tab that opens and allow Zapier to access the account. The same connection then shows up in every Evernote step you add later.

First Zap

Your first Zap: route inbox notes for review

GoalEvery new note that lands in your Inbox notebook gets a review tag, created on the fly if it does not exist yet.

  1. 01

    Build: pick New Note

    Create a Zap, choose Evernote and New Note, then point it at your Inbox notebook. A note moved into that notebook counts as new too.

  2. 02

    Test the trigger

    Run the test: Zapier brings back the three most recent notes of that notebook. Pick one that looks like a typical capture so the mapping is realistic.

  3. 03

    Add Find a Tag

    Add a search step, Find a Tag, with the name of your review tag. Tick the create option so it becomes Find or Create Tag and never comes back empty.

  4. 04

    Add Tag Note

    Add Tag Note, map the note from the trigger and the tag from the search. With a search in the middle, this is a multi-step Zap on a paid plan.

  5. 05

    Test, then Publish

    Test each step, check the tag in Evernote, then click Publish. From then on, Zapier checks the notebook at your plan's interval.

Triggers

The 4 Evernote triggers

4 events start a Zap when something happens in Evernote. Zapier checks for them at the interval your plan allows.

1

New Note

Polling trigger

In Zapier“Triggers when a new note is created in or moved to a notebook.”

Starts the Zap each time a note appears in a notebook you pick, whether it was written there or moved in from elsewhere. That second case matters: dragging a note into the watched notebook is enough to start the Zap.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one
When to use it
treat one notebook as an inbox and push every new capture to a project tool.
Watch out
if a Zap creates notes in the same notebook, it will keep starting itself.
2

New Notebook

Polling trigger

In Zapier“Triggers when a new notebook is added to Evernote.”

Fires when a notebook is added to your Evernote account. It reacts to the container, not to the notes inside it, so it is the right hook for setting things up around a new space rather than processing content.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one
When to use it
you open one notebook per client, and each new one should get a matching folder or task list elsewhere.
Watch out
notebooks created before the Zap was published are never picked up.
3

New Reminder

Polling trigger

In Zapier“Triggers when a new reminder with a date is added to a notebook.”

Reacts when a reminder with a date is added to a note in a notebook. A reminder without a date does not count, so the trigger only sees reminders that carry a real deadline.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one
When to use it
copy every dated reminder into the calendar or task app your team actually checks.
Watch out
on the free plan the copy can arrive up to 15 minutes later, which is fine for planning but not for urgent alerts.
4

New Tag Added to Note

Polling trigger

In Zapier“Triggers when a specific tag is added to a note in Evernote.”

Watches for one specific tag being put on a note. The tag works like a switch: you decide in Evernote which notes deserve the automation, simply by tagging them.

How it fires
Zapier goes and looks at regular intervals, and how often depends on your plan: every 15 minutes on the free one
When to use it
tag a meeting note with send-to-client and let the Zap forward it.
Watch out
the Tag field is required, so decide on the exact tag before you set the trigger. Each tagged note is reported once.
Actions

The 5 Evernote actions

Evernote gives you 5 actions. For each one: what it does for you, when to reach for it, and what to watch out for.

1

Tag Note

Action

In Zapier“Adds existing tags to a note.”

Puts one or more tags that already exist onto a note you point to.

When to use it
mark notes as processed once another tool has handled them.
Watch out
Tags and Note are both required, and the tags must already exist. Pair it with Find a Tag in find-or-create mode when you are unsure. If the tag is the one a New Tag Added to Note Zap watches, you trigger that Zap.
2

Append to Note

Action

In Zapier“Appends content to an existing note by title inside Evernote (it will be created first if it doesn't exist).”

Adds content to the end of an existing note found by its title, and creates that note first if it does not exist yet.

When to use it
one running log per client where every call summary lands in sequence.
Watch out
the Notebook field is required and tells Zapier where to look for the note, or where to create it.
3

Create Note

Action

In Zapier“Creates a new note in a notebook for Evernote.”

Writes a brand new note in the notebook you choose, with the content mapped from earlier steps.

When to use it
archive every signed contract summary or support ticket as its own note.
Watch out
Notebook is required. Make links public is an optional setting, so look at it once before you publish rather than ticking it by habit.
4

Create Notebook

Action

In Zapier“Creates a new notebook in Evernote.”

Adds a new notebook to your Evernote account, named from the data your trigger brings.

When to use it
a new project in your project tool gets its own notebook straight away.
Watch out
if another Zap watches New Notebook, this action will start it too; check you want that chain reaction.
5

Create Tag

Action

In Zapier“Creates a new tag inside Evernote. Limited to 10,000 tags in your account.”

Creates a new tag in your Evernote account, ready to be put on notes by later steps or by hand.

When to use it
a tag per new client or per campaign, created as soon as the record exists elsewhere.
Watch out
an Evernote account is limited to 10,000 tags, so avoid one tag per item on busy Zaps.
Searches

The 2 Evernote searches

2 search steps look for data that already exists in Evernote, so a later step can use it.

A search step looks up a note or a tag that already exists, so the next steps can work on it. In the editor, searches sit at the bottom of the Action event list, under SEARCH. Three settings decide what happens when the result is not a clean single match.

1

Find a Note

SearchFind or create

In Zapier“Search for a note by title, optionally limited by notebook and tags.”

Looks a note up by its title, and you can narrow the search to one notebook or to certain tags. Title is the only required field.

When to use it
fetch the client brief note before appending a call summary to it.
Watch out
Find or Create Note is the same search with the create box ticked, not a separate operation.
2

Find a Tag

SearchFind or create

In Zapier“Search for a tag by title, optionally limited by notebook.”

Finds a tag by its name, optionally inside one notebook, and hands it to the following steps.

When to use it
make sure a campaign tag exists before Tag Note puts it on a note.
Watch out
Name is required. Find or Create Tag is this search with the create option on, and it creates the tag when nothing matches.

The three settings every search exposes

  1. Successful if no search results are found?
    Left on its default, a search that finds nothing stops the Zap there. Switched on, the Zap carries on without the item.
  2. Create X if it doesn't exist yet?
    Ticking it turns the search into a find-or-create: it asks for what is needed to create the missing note or tag.
  3. If multiple search results are found?
    Keep the first match (the default), stop the Zap, or hand every match on to the next steps at once.
When it breaks

When an Evernote Zap breaks

Zapier attaches no help article to Evernote, so these cases come from Zapier's general limits and from Evernote's own required fields and tag cap.

Six situations are worth knowing before you publish. When a run fails, start from the Zapier troubleshooting page.

  • Old notes are ignored

    A Zap only reacts to what happens after you switch it on. Notes, reminders and tags that already existed are never picked up.

  • A Zap that restarts itself

    Creating notes in the notebook a New Note Zap watches, or adding the tag a tag Zap watches, sets the Zap off again and again.

  • The delay is the plan

    All four triggers are polling triggers: up to 15 minutes on Free, 2 on Professional, 1 on Team and Enterprise.

  • Tags have to exist

    Tag Note only adds tags that already exist in the account. A tag name coming from another app needs Find or Create Tag in front of the step.

  • Tag limit reached

    Evernote caps an account at 10,000 tags. A Zap that creates one tag per item can hit that ceiling on a busy workflow.

  • Bulk imports held back

    After importing a large batch of notes, Zapier's flood protection can hold the runs back instead of firing them all.
Need help

Need help automating Evernote with Zapier?

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FAQ

Evernote Zapier integration: frequent questions

01Is the Evernote Zapier integration free?
Yes. Evernote is not a premium app on Zapier, so it works on the free plan. That plan gives you 100 tasks a month and two-step Zaps only: one Evernote trigger and one action, or a trigger from another app and one Evernote action. As soon as you add a search such as Find a Tag, a filter or a second action, the Zap becomes multi-step and needs a paid Zapier plan. Zapier checks Evernote every 15 minutes on the free plan.
02How many tasks does an Evernote Zap use?
One task per action that succeeds, and nothing for the trigger. Zapier checking Evernote for new notes is free however often it looks. A Zap that creates a note uses one task per run; a Zap that creates a notebook, then a note inside it, uses two. An action that fails is not counted. Keep an eye on loops: a Zap that writes into the notebook its own trigger watches can burn through the monthly count quickly.
03Is the Evernote Zapier integration real time?
No. All four Evernote triggers are polling triggers: Zapier asks Evernote for new items at a fixed interval, then keeps only what it has not seen before. The interval depends on your plan: every 15 minutes on Free, every 2 minutes on Professional, every minute on Team and Enterprise. On paid plans you can also change how often the check runs, or run one by hand from the editor while you test.
04What does it take to connect Evernote to Zapier?
An Evernote account, plus access to any notebook you do not own but want the Zap to use. In Zapier, open the Apps page, click + Add connection, search for Evernote, click Add connection, sign in in the tab that opens and grant access. The connection is then reused by every Evernote step. Create the tags you plan to use before building, because some steps only accept tags that already exist in the account.
05Can Tag Note add a tag that does not exist yet?
No. Tag Note only adds tags that already exist in your Evernote account, so a tag name coming from another app gives it nothing to attach on its own. Put Find a Tag before it with the create option ticked, which turns it into Find or Create Tag: it returns the tag when it exists and creates it otherwise. Remember that an account holds at most 10,000 tags, so avoid creating one per record.
06What if the Evernote operation you need is missing?
Check the 11 operations listed here first, since Append to Note and the find-or-create searches cover more cases than their names suggest. None of them deletes a note, moves it between notebooks or removes a tag, and none of the four triggers is instant. If a workflow depends on one of those, Zapier's Evernote app does not cover it today, and the job has to be handled outside this integration or with a different starting event.
07Zapier, Make or n8n for Evernote?
Decide on criteria, not on a ranking. Speed: on Zapier every Evernote trigger is polling, so the delay depends on your plan. Volume: each successful action is a task, and multi-step Zaps need a paid plan. Coverage: compare the operations each tool offers for Evernote, because you need the exact trigger and action your workflow depends on. Then price the same flow on each tool's own pricing page before choosing.
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