Notebook & Zapier

Notebook & Zapier


 Integrate Notebook with Zapier to automate your tasks associated with note-taking. To do this, create an account with Zapier. 

Zap Notebook to another app using Zapier.

  • Log in your Zapier account.

 

Sign in to your Zapier account to begin the integration process.   

  

  • Add Notebook to the connect bar.

 


 

In the Zapier home page, you will find four bars in which you can enter the app details. The one in which you need to enter your Notebook app would be the connect bar that asks for your trigger app. 

 

  • Add an action app to the other connect bar. 

 


 

The second connect bar is where you add the action app. This is nothing but the secondary app that performs the secondary action. 

 

  • Add an action to the trigger bar found below the connect bar.

 


 

The third bar will contain the trigger action where in you add the action that the trigger app will perform. 

 

  • Add an action to the action bar found below the connect bar.

  


 

The fourth bar will contain the action that the secondary app will be performing. The user will have to add the required action from the list of available actions which will appear in a drop down style list.

 

  • Select the account for the trigger app.

 


 

You will be directed to a new page where you will have to add the details of the account with which you have signed up for the trigger app.  

 

  • Select an action for the trigger app






You will have to set up an action for the trigger app which in our case is Zoho Notebook.

 

  • Select the account for the action app.

 


 

Add the details of the account with which you have signed up for the action app.

   

  • Set up an action for the Action app

 


 

You will be required to set up an action for the action app which in our case is Slack

  

  • Set up the template for the action app.

 


 

This step requires you to fill in the details of the action app. It consists of required and optional fields. You may either choose to or not to fill in the optional fields.

 

  • Test the Zap > Finish integration.

 

This is the final step. This is where you test the integration by clicking either test or continue. You may also skip this test and turn on the zap.  


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