{"id":7131,"date":"2021-09-06T08:00:23","date_gmt":"2021-09-06T08:00:23","guid":{"rendered":"https:\/\/www.process.st\/help\/docs\/evernote-process-street-integration\/"},"modified":"2025-07-28T11:30:49","modified_gmt":"2025-07-28T11:30:49","slug":"evernote-process-street-integration","status":"publish","type":"ht_kb","link":"https:\/\/www.process.st\/help\/docs\/evernote-process-street-integration\/","title":{"rendered":"Evernote + Process Street Integration"},"content":{"rendered":"<p><img decoding=\"async\" class=\"alignnone size-full wp-image-9682\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/Integrate-Evernote-04.png\" alt=\"\" width=\"100%\" \/><\/p>\n<p>At <a href=\"https:\/\/www.process.st\">Process Street<\/a>, we recognize how important it is to be able to integrate our platform with the host of other tools you use in your company.<\/p>\n<p>Improving your workflows and processes increases your output and, in turn, your productivity. Automating these workflows helps maximize those aims.<\/p>\n<p>In this article, we look at the note-taking tool <a href=\"http:\/\/evernote.com\">Evernote<\/a> which provides an intuitive way to record notes or ideas which can be shared or acted upon easily, either through simple notes or more complex <a href=\"https:\/\/www.process.st\/evernote-templates\/\">Evernote templates<\/a>.<\/p>\n<h3>Use case<\/h3>\n<ul>\n<li>A content creation team want to store their ideas in a shared location<\/li>\n<li>The team wants to turn this initial idea into a concept for an article<\/li>\n<li>The team wants to have an archive of the plans they have created<\/li>\n<\/ul>\n<p><em><strong>Plan: This integration is available to customers on <a href=\"https:\/\/www.process.st\/pricing\/\">all plans<\/a>.<\/strong><\/em><\/p>\n<p><em><strong>Users: In order to create an API key for integrations, you must be an Administrator.<\/strong><\/em><\/p>\n<h3>Process overview<\/h3>\n<ul>\n<li>You will create a note in Evernote in a shared notepad<\/li>\n<li>You will configure your zap to launch a Process Street workflow run<\/li>\n<li>You will use this workflow run to formulate a plan for the article<\/li>\n<li>You will create another zap that moves the information entered into the workflow run back into Evernote<\/li>\n<li>You will store a record of this information in the same note which triggered the workflow run<\/li>\n<\/ul>\n<p>Let&#8217;s look at how you can do this. You&#8217;re going to create 2 separate zaps.<\/p>\n<h2>Zap 1: Run a Process Street workflow from Evernote<\/h2>\n<p>You can use the third-party automation service <a href=\"http:\/\/zapier.com\">Zapier<\/a> to connect our platform with different apps. Within Zapier\u2019s community, there are now over 2,000 different apps and services you can connect to.<\/p>\n<p>These connections are referred to as Zaps.<\/p>\n<p>Normally, you will only need to set the zap up once. This gives you the time to focus on the important things rather than repetitive tasks.<\/p>\n<h3>You&#8217;re going to connect Evernote to this workflow:<\/h3>\n<p><iframe loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/blog-idea-processing-checklist\/\" width=\"100%\" height=\"600\" frameborder=\"0\"><\/iframe><\/p>\n<p>Zapier is structured so that you pick a trigger and then an action. In this integration, adding a new note to the Process Street Blog Ideas notepad is going to trigger the zap. So to get started, make sure you have a <a href=\"https:\/\/help.evernote.com\/hc\/en-us\/articles\/208314748-Share-notebooks\" target=\"_blank\" rel=\"noopener\">shared note<\/a> prepared in Evernote.<\/p>\n<p>The zap will then take the data and give that to Process Street where it will perform the action of launching a workflow run.<\/p>\n<h2>Set up your trigger step<\/h2>\n<p>Log into Zapier and click &#8220;<strong>Make a Zap<\/strong>&#8220;.<\/p>\n<p>Select Evernote as your trigger app and &#8220;<strong>New Note<\/strong>&#8221; as the trigger event.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-11303\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/Evernote-new-note.png\" alt=\"\" width=\"100%\" \/><\/p>\n<p>This triggers when a new note is created inside a notepad. In this case, the notepad is a shared one called Process Street Blog Ideas.<\/p>\n<p>Click &#8220;<strong>Continue<\/strong>&#8220;.<\/p>\n<h3>Connect your Evernote account to Zapier<\/h3>\n<p>Sign in to Evernote and click &#8220;<strong>Continue<\/strong>&#8220;.<\/p>\n<h3>Choose the notebook to trigger your zap from<\/h3>\n<p>Make sure you select a notebook or you will launch workflow runs from every note you create.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-11305\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/Evernote-my-notebook.png\" alt=\"\" width=\"100%\" \/><\/p>\n<p>Test your trigger is working and move on to setting up the Action.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-11306\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/Evernote-trigger-success.png\" alt=\"\" width=\"100%\" \/><\/p>\n<h2>Set up your action step<\/h2>\n<p>Choose <strong>Process Street<\/strong> as your action app and select &#8220;<strong>Run Workflow<\/strong><em>&#8220;<\/em> as the action the zap will perform.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-11307\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/Evernote-action-step.png\" alt=\"\" width=\"1024\" height=\"512\" \/><\/p>\n<h3>Connect your Process Street account to Zapier<\/h3>\n<p>Zapier will ask you for an API key. You can go into your organization on your Process Street account and select the <a href=\"https:\/\/app.process.st\/organizations\/manage\/integrations\">&#8220;Integrations&#8221; tab<\/a> (you&#8217;ll need to be an admin to find this).<\/p>\n<p>Here you will be able to generate a new API key to enter into Zapier&#8217;s pop-up window.<\/p>\n<h3>Configure the workflow which you want to run<\/h3>\n<p>Choose to run the workflow &#8220;<strong>Blog Ideas Processing<\/strong>&#8220;. In the field below, titled\u00a0<em>Name<\/em>, click on the dropdown and select the Evernote note title. You can use this as your guide to feed information back into the note later.<\/p>\n<p>Assign the workflow run to yourself or a colleague. You can also give your workflow run a due date. In this example add &#8220;<strong>+24h<\/strong>&#8221; to give the person responsible a day to complete the workflow run.<\/p>\n<p>Add the content of your Evernote note into the <em>Evernote Idea<\/em> form field.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-11308\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/Evernote-action-mapping.png\" alt=\"\" width=\"100%\" \/><\/p>\n<p>Once you have finished mapping fields, click &#8220;<strong>Continue<\/strong>&#8221; and test your zap to make sure it is working so far.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-11309\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/Evernote-action-success.png\" alt=\"\" width=\"100%\" \/><\/p>\n<h2>Zap 2: Sending data back to Evernote<\/h2>\n<p>You&#8217;ll need some sample data to pull back into Zapier, so head to your Process Street workflow runs and find the test you just created.<\/p>\n<p>Fill out the form fields and complete tasks down to and including the one you&#8217;re going to use as your trigger in the next step.<\/p>\n<h3>Create a new zap<\/h3>\n<p>Click &#8220;Make a Zap&#8221; and choose <strong>Process Street<\/strong> as your trigger app and select\u00a0\u00a0<strong>New Task Checked <\/strong>as the trigger event for starting the zap.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-11310\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/Evernote-zap2.png\" alt=\"\" width=\"100%\" \/><\/p>\n<p>Click &#8220;<strong>Continue<\/strong>&#8221; and select your Process Street account.<\/p>\n<h3>Choose which task triggers the zap<\/h3>\n<p>Select the Process Street workflow you&#8217;re working from (<strong>Blog Idea Processing<\/strong>) and then choose the task which runs the zap. I&#8217;ve selected\u00a0&#8220;<strong>Begin the blog article creation process<\/strong>&#8221;\u00a0as this is the last task on the workflow run.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-11311\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/Evernote-zap21.png\" alt=\"\" width=\"100%\" \/><\/p>\n<p><strong>Important:<\/strong> Checking off this task in your workflow run completed the workflow run, so you&#8217;ll need to reactive it to be able to pull the sample data into the next step:<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-11312\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/Evernote-reactivate.png\" alt=\"\" width=\"100%\" \/><\/p>\n<p>Test your trigger step to check it&#8217;s working and continue to set up the action.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-11313\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/Evernote-found-a-task.png\" alt=\"\" width=\"100%\" \/><\/p>\n<h3>Select the action Append to Note<\/h3>\n<p>Choose <strong>Evernote<\/strong> as your action app and select the option <strong>Append to Note<\/strong> as the action event. This will allow you to add information to an already existing note in your Evernote account.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-11314\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/Evernote-append.png\" alt=\"\" width=\"100%\" \/><\/p>\n<p>Connect your Evernote account and click &#8220;<strong>Continue<\/strong>&#8220;.<\/p>\n<h3>Choose what information to add to the note<\/h3>\n<p>First, select the notebook where the note is located. Next, set the <em>Workflow run (checklist) name<\/em> to be the title of the note the zap looks for. In your previous zap, you configured the workflow run to have the same title as the original note.<\/p>\n<p>In the\u00a0<em>Content<\/em> field, use the dropdown to select all the different Process Street form fields you want to take information from. You can include as many as you&#8217;d like here.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-11315\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/Evernote-mapping2.png\" alt=\"\" width=\"100%\" \/><\/p>\n<p>Click &#8220;<strong>Continue<\/strong>&#8221; and test your zap to make sure it is working. Head to Evernote to check the details have been passed into your note.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-11316\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/Evernote-zap-2-final.png\" alt=\"\" width=\"100%\" \/><\/p>\n<p>This should complete the setup of the integration between Evernote and Process Street. Work through your integration from start to finish to check everything is working correctly before giving your zap a name and turning it on.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>At Process Street, we recognize how important it is to be able to integrate our platform with the host of other tools you use in your company. Improving your workflows and processes increases your output and, in turn, your productivity. Automating these workflows helps maximize those aims. In this article, we look at the note-taking [&hellip;]<\/p>\n","protected":false},"author":13,"template":"","meta":{"_acf_changed":false,"available_plan":"All plans","available_product":"Integrations","footnotes":""},"ht_kb_category":[194],"ht_kb_tag":[524,280],"class_list":["post-7131","ht_kb","type-ht_kb","status-publish","hentry","ht_kb_category-integrations","ht_kb_tag-evernote","ht_kb_tag-integration"],"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb\/7131","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb"}],"about":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/users\/13"}],"version-history":[{"count":3,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb\/7131\/revisions"}],"predecessor-version":[{"id":9120,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb\/7131\/revisions\/9120"}],"wp:attachment":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/media?parent=7131"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb_category?post=7131"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb_tag?post=7131"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}