Infusionsoft Beta

OneNote Beta


Integrate Infusionsoft with OneNote
when you add a new payment of any type (cash, refund, check, paypal, etc) in infusionsoft , create a new note in the "Quick Notes" section of your default notebook in OneNote.




What is Infusionsoft?

Infusionsoft is a private company that offers an e-mail marketing and sales platform for small businesses, including products to manage and optimize the customer lifecycle, customer relationship management, marketing automation, lead capture, and e-commerce

What is OneNote?

Microsoft OneNote is a computer program for free-form information gathering and multi-user collaboration. It gathers users' notes, drawings, screen clippings and audio commentaries. Notes can be shared with other OneNote users over the Internet or a network.



How to set the workflow up

  • Select Infusionsoft as your trigger app and select an event
  • Select OneNote as your action app and select an event
  • Map the fields from Infusionsoft to OneNote by using drag-and-drop
  • Save and test your workflow
  • Switch on your workflow

Some integrations

  

When you add a new payment of any type (Cash, Refund, check, PayPal, etc) in Infusionsoft , create a new note in the "Quick Notes" section of your default notebook in OneNote.

Coming soon

  

When you add a new payment of any type (Cash, Refund, check, PayPal, etc) in Infusionsoft , creates a new note in a specific Notebook/Section in OneNote.

Coming soon

  

When you add a new payment of any type (Cash, Refund, check, PayPal, etc) in Infusionsoft , creates a note with an embedded image (must have a public URL to that image) in OneNote.

Coming soon