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Celonis Product Documentation

Evernote (Action Flow)

Important

Any references to third-party products or services do not constitute Celonis Product Documentation nor do they create any contractual obligations. This material is for informational purposes only and is subject to change without notice.

Celonis does not warrant the availability, accuracy, reliability, completeness, or usefulness of any information regarding the subject of third-party services or systems.

Getting Started with Evernote

Prerequisites

  • An Evernote account

In order to use Evernote with Celonis platform, it is necessary to have an Evernote account. If you do not have one, you can create an Evernote account at evernote.com.

Connecting Evernote to Celonis platform

To connect Evernote to Celonis platform you must connect your Evernote account to Celonis platform.

After you click the Continue button, Celonis platform will redirect you to the Evernote website where you will be prompted to grant Celonis platform access to your account.

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Confirm the dialog by clicking the Authorize button.

Templates

You can find over 60 predefined Evernote sample templates at www.make.com/en/templates/evernote

Triggers
Watch Notes

This module is triggered when a note is created or updated in a selected notebook.

Connection

Establish a connection to your Evernote account.

Notebook

Select the notebook you want to watch for new or updated notes.

Tags

Select the tags of the notes you want to retrieve.

Maximum number of returned notes

Enter the maximum number of notes that Celonis platform will work with during one cycle (the number of repetitions per Action Flow run). If the value is set too high, the connection may be interrupted on the side of the given third-party service (timeout). Celonis platform has no influence on this.

Watch

Select whether you want to retrieve new notes or new notes and all changes.

Only notes with reminders

Enable this option if you want to retrieve only notes that contain a reminder.

Actions
Create a Note

Creates a new note in a selected notebook.

Connection

Establish a connection to your Evernote account.

Notebook

Select the notebook you want to create a note in.

Title

Enter the title for the note.

Content

Enter the desired note content.

Escape HTML characters

If this option is disabled you must use HTML character entity, e.g.

                           &
                        

Tags

Add a tag to the new note if needed.

Reminder time

If you want to set the reminder for this note enter the date and time for the reminder.

Attachments

Attach a file to the note. More information about working with files.

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Update a Note

Updates a selected note.

Connection

Establish a connection to your Evernote account.

Notebook

Select the notebook you want to update the note in.

Select a note

Select the note you want to update. If you want to enter the ID manually you can use the Watch notes module or Search for notes module to retrieve the Note ID. Otherwise, select a note from the Note drop-down menu.

Title

Enter the title for the note. This field is mandatory.

Content

Enter the desired content of the note. This field is mandatory.

Escape HTML characters

If this option is disabled you must use HTML character entity, e.g.

                           &
                        

Tags

Add a tag to the new note if needed.

Update a reminder

Choose whether you want to Update or Clear a reminder.

Reminder time

If you want to set a reminder for this note enter the date and time for the reminder.

Attachments

Attach a file to the note. More information about working with files.

Append Content to a Note

Adds content to a note.

Connection

Establish a connection to your Evernote account.

Select a note

Select the note you want to update. If you want to enter the ID manually you can use the Watch notes module or Search for notes module to retrieve the Note ID. Otherwise, select a note from the Note drop-down menu.

Content

Enter the content you want to add to the note. It will be appended to the end of the note content.

Escape HTML characters

If this option is disabled you must use HTML character entity, e.g.

                           &
                        

Attachments

Attach a file to the note. More information about working with files.

Delete a Note

Deletes a selected note.

Connection

Establish a connection to your Evernote account.

Note ID

Enter the Note ID. You can use, for example, the Watch notes module or Search for notes module to retrieve the ID.

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Get a Note

Retrieves information about a selected note.

Connection

Establish a connection to your Evernote account.

Select a note

Select a note you want to update. If you want to enter the ID manually you can use the Watch notes module or Search for notes module to retrieve the Note ID. Otherwise, select a note from the Note drop-down menu.

Create a Notebook

Creates a new notebook.

Connection

Establish a connection to your Evernote account.

Name

Enter the name for the new notebook.

Search for Notes

Connection

Establish a connection to your Evernote account.

Search query

Enter the search term. To perform a more detailed search, refer to Evernote's advanced search syntax.

Notebook

Select the notebook you want to search for notes.

Tags

Select the tags of the note you want to search for.

Maximum number of returned notes

Enter the maximum number of notes that Celonis platform will work with during one cycle (the number of repetitions per Action Flow run). If the value is set too high, the connection may be interrupted on the side of the given third-party service (timeout). Celonis platform has no influence on this.

Continue the execution of the route even if the module returns no results

If enabled, the Action Flow will not be stopped by this module.

Share a Note

The module provides you with a public link to a selected note.

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Connection

Establish a connection to your Evernote account.

Select a note

Select the note you want to update. If you want to enter the ID manually you can use the Watch notes module or Search for notes module to retrieve the Note ID. Otherwise, select a note from the Note drop-down menu.

Iterators
Retrieve Note Attachments

Extracts attachments from a note and provides them to the following module.

Source module

Select the source module that contains an attachment(s).

Example

Use the following modules to extract attachments from the Evernote note and upload it to the Dropbox folder.

  1. Evernote > Get a Note module to retrieve the note with attachments.

  2. Evernote > Retrieve Note Attachments module to iterate the attachments.

  3. Dropbox > Upload a File module to upload retrieved attachments to the Dropbox folder.

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