Evernote integration with Affinity
How to Add notes to Affinity contacts from Evernote
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Add notes to Affinity contacts from Evernote" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Affinity integrations
Affinity actions
Nekton can use any feature that is available in Affinity API.
Using our advanced AI, you can easily create custom automations for Affinity.
Here are some typical actions you can do in your automated workflows.
New Organization List Entry
Add a organization to a list. Duplicate entries can be created.
New Person List Entry
Add a person to a list. Duplicate entries can be created.
Add a Person, Organization, or Opportunity to a List
Add a person, organization, or opportunity to a list. Duplicate entries can be created.
Create a Opportunity
Create a new opportunity. Use a Search if you do not want duplicates to be created.
Find a List Entry
Find a specific person, organization, or opportunity on a list.
Find a Person
Finds a person by name or email address.
About Affinity
Affinity is a collective intelligence CRM, helping you keep track of the people and organizations in your network.