OneNote + OnePageCRM Integration

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OneNote + OnePageCRM Integration
1.
  • OneNote
    New note is created in notebook/section in OneNote

    Triggers the automation when a new note is created in a notebook or section

  • OnePageCRM
    Contact is updated in OnePageCRM

    Triggers the automation when a contact is updated

  • OnePageCRM
    Deal is updated in OnePageCRM

    Triggers the automation when a deal is updated

  • OnePageCRM
    Contact is created in OnePageCRM

    Triggers the automation when a new contact is added

  • OnePageCRM
    Pending deal is created in OnePageCRM

    Triggers the automation when a pending deal is created

  • OnePageCRM
    Deal is won in OnePageCRM

    Triggers the automation when a deal is won

  • OnePageCRM
    Action is created in OnePageCRM

    Triggers the automation when a new action is created

2.
  • OneNote
    Create note in OneNote

    Creates a new note in the particular format

  • OneNote
    Create note in section in OneNote

    Creates a new note in a section

  • OneNote
    Append note in OneNote

    Adds new information to an existing note

  • OneNote
    Create image note in OneNote

    Generates image notes for easy reference

  • OneNote
    Download image note in OneNote

    Save images to a designated folder

  • OneNote
    Get page/note by ID in OneNote

    Retrieves a page or note based on its id

  • OnePageCRM
    Create contact in OnePageCRM

    Adds a new contact to the database

  • OnePageCRM
    Add note to a contact in OnePageCRM

    Adds a note to a contact

  • OnePageCRM
    Create note attachment in OnePageCRM

    Creates a new note attachment

  • OnePageCRM
    Search contact by name in OnePageCRM

    Finds information about a contact using the name

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