Notebook and Zapier Integration

Notebook and Zapier Integration

Overview

Notebook and Zapier integration allows you to connect Zoho Notebook with your favorite apps and automate workflows. By linking Notebook with Zapier, you can enable data to flow between apps without manual effort, helping you get things done more efficiently. 

Zapier is an integration platform that connects Notebook with thousands of apps, allowing you to create automated workflows called “Zaps.”

Key Capabilities

Connect Notebook with Other Apps

Integrate Notebook with multiple apps through Zapier and automate the flow of information between them. 

Automate Note Creation

Automatically create note cards in Notebook based on events in other apps using predefined or custom workflows. 

Use Triggers and Actions

Zapier workflows are built using:

  • Triggers – Events that start a workflow 
  • Actions – Tasks performed after the trigger 

Supported Triggers
  • New note card in a specific notebook 
  • New checklist card 
  • New audio card 
  • New file card 
  • New photo card

Supported Actions
  • Create audio card 
  • Create file card 
  • Create notebook 
  • Create text card 
  • Create photo card 
  • Read note card as HTML 
  • Read note card as plain text

Use Cases

Save Data from Other Apps

Automatically save content from apps like Slack, Gmail, or others into Notebook as note cards. 

Track Events and Activities

Store events from tools like Google Calendar as notes for easy access later. 

Backup Important Information

Automatically capture important updates or interactions from connected apps and store them in Notebook. 

Create Custom Workflows

Build personalized automations by combining triggers and actions based on your workflow needs.

What You’ll Need

Before setting up the integration, make sure you have the following:

  • A registered Zoho Notebook account 
  • A Zapier account to create and manage workflows 
  • Access to sign in and grant the required permissions during setup

How to Set Up Notebook and Zapier Integration

Follow these steps to connect Notebook with another app using Zapier:

  1. Sign in to your Zapier account 
  2. Choose Zoho Notebook as the trigger app or action app
  3. Select the required trigger event 
  4. Connect your Zoho Notebook account and grant permissions 
  5. Choose the second app (action or trigger) 
  6. Sign in and grant permissions for the second app 
  7. Configure the workflow by mapping fields between apps 
  8. Test the Zap to ensure it works correctly 
  9. Turn on the Zap to activate the automation

Example Workflows

Upload new Zoho Notebook photo cards to Google Drive

  1. Open Notebook in Zapier and select the workflow 
  2. Click Get started
  3. Sign in to your Zoho Notebook account and accept permissions 
  4. Sign in to your Google Drive account and allow access 
  5. Choose a destination folder 
  6. Map required fields (file, name, format, etc.) 
  7. Test the Zap 
  8. Turn on the Zap after successful testing

 


Add new Google Calendar events as new Zoho Notebook text cards

  1. Open Notebook in Zapier and choose the workflow for Google Calendar and Zoho Notebook.



  1. Click Get started.
  2. Sign in to your Google Calendar account and grant access.
  3. Select the trigger event (e.g., new event created).


  1. Sign in to your Zoho Notebook account and allow permissions.
  2. Choose Create Text Card as the action.
  3. Map the event details (title, description, date, etc.) to the note card fields.



  1. Test the Zap to ensure it works correctly.
  2. Turn on the Zap to start automatically saving events as notes




Explore Ready-to-Use Zaps

You can also get started quickly using pre-built Zaps(25+ zaps) available for Zoho Notebook. These help you automate common tasks without setting up workflows from scratch.

Some examples include:

  • Save new Slack messages as note cards in Notebook
  • Add new Gmail emails as notes in Notebook
  • Create notes from new Google Calendar events
  • Save new Instagram posts or updates into Notebook
  • Backup important data from connected apps into Notebook automatically

These ready-made Zaps can be customized further based on your workflow needs.


Triggers and Actions in Zoho Notebook

Zoho Notebook supports specific triggers and actions within Zapier that help you automate workflows effectively.

Available Triggers

Triggers are events in Notebook that start a Zap.

  • New note card in a specific notebook 
  • New checklist card 
  • New audio card 
  • New file card 
  • New photo card

Available Actions

Actions are tasks that Zapier performs in Notebook when a trigger occurs.

  • Create audio card 
  • Create file card 
  • Create notebook 
  • Create text card 
  • Create photo card 
  • Read note card as HTML 
  • Read note card as plain text


Managing Your Zaps

  • You can view and manage all your Zaps within Zapier 
  • Connected accounts can be removed anytime from the integration settings 
  • You can edit, test, or turn off Zaps as needed

Frequently Asked Questions (FAQ)

1. What is a Zap?
      A Zap is an automated workflow that connects two apps using a trigger and an action. 

2. Can I create custom workflows?
      Yes, you can either use predefined workflows or create your own using available triggers and actions. 

3. Do I need separate accounts for Notebook and Zapier?
      Yes, both Zoho Notebook and Zapier accounts are required to set up the integration. 

4. What types of note cards can be created using Zapier?
      You can create text, audio, file, and photo cards through Zapier actions.

Need Further Assistance?

If you have any questions or need help, contact us at support@zohonotebook.com we're glad to assist you.