Evernote + JobTread
Create notes in Evernote for new customers created in JobTread
Manage your new clients more efficiently with this workflow. When a new customer is added in JobTread, a corresponding note is automatically created in Evernote. It's a seamless way to keep track of client information and ensure important details are always at your fingertips.
Manage your new clients more efficiently with this workflow. When a new customer is added in JobTread, a corresponding note is automatically created in Evernote. It's a seamless way to keep track of client information and ensure important details are always at your fingertips.
- When this happens...Customer Created
Triggers when a customer is created.
- automatically do this!Create Note
Triggers when a new note is created in or moved to a notebook.
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About Evernote
Evernote is a powerful note taking application that makes it easy to capture ideas, images, contacts, and anything else you need to remember. Bring your life's work together in one digital workspace—available on all major mobile platforms and devices.
Using Evernote for work? See Evernote Business.
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About JobTread
JobTread is construction estimating & project management software that will help you keep your budget and jobs on track.