Notebook & Zapier

Notebook & Zapier


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

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.  


    Zoho DataPrep Personalized Demo

    If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

    Zoho CRM Training

      Create, share, and deliver

      beautiful slides from anywhere.

      Get Started Now





              Zoho CRM Training Programs

              Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

              Zoho CRM Training


                  Zoho TeamInbox Resources




                            Zoho DataPrep Resources

                              Zoho DataPrep Demo

                              Get a personalized demo or POC

                              REGISTER NOW


                                Design. Discuss. Deliver.

                                Create visually engaging stories with Zoho Show.

                                Get Started Now











                                                      • Related Articles

                                                      • Notebook and Zoho Meeting Integration

                                                        We're pleased to introduce the new Zoho Notebook and Zoho Meeting integration, which allows you to seamlessly take notes during your online meetings without having to switch tabs. ​​ You can create new notes, associate your notes to a meeting, view ...
                                                      • Notebook and Google Drive

                                                        Notebook now integrates with Google Drive, allowing you to save your important File Cards in Notebook as files in Google Drive.   Steps to access this integration:   1. Open the Notebook web app (https://notebook.zoho.com/). 2. Open any File Card. ...
                                                      • Notebook and Slack

                                                        Notebook now integrates with Slack, the smart alternative to email. How can I enable this integration? Slack users needs to install the Notebook for Slack extension from this link.   What can I do in this integration?   Save important messages as ...
                                                      • Notebook and IFTTT integration

                                                        Improve your productivity and focus on what matters with the new Notebook and IFTTT integration.   You can create your own applets or use the existing ones in Zoho Notebook to simplify your day.   To use an existing applet:   Log in to IFTTT. Go to ...
                                                      • Notebook & Zoho Projects

                                                        Notebook and Zoho Projects Integration   Zoho Projects is an online project management software that is used for planning, tracking, and, collaborating in your business activities. Now, get your work done on time. Notebook's integration with Zoho ...

                                                      Resources

                                                      Videos

                                                      Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                      eBooks

                                                      Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                      Webinars

                                                      Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                      CRM Tips

                                                      Make the most of Zoho CRM with these useful tips.



                                                        Zoho Show Resources