OneNote + Platform.ly Integration

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Create Your Own OneNote & Platform.ly Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

New note is created in notebook/section in OneNote
Triggers the automation when a new note is created in a notebook or section
Contact is created in Platform.ly
Triggers the automation when a new contact is created
Tag is created in Platform.ly
Triggers the automation when a tag is added
Custom field is created in Platform.ly
Triggers the automation when a new custom field is created
Segment is created in Platform.ly
Triggers the automation when a segment is created

Create note in OneNote
Creates a new note in the particular format
Create note in section in OneNote
Creates a new note in a section
Append note in OneNote
Adds new information to an existing note
Create image note in OneNote
Generates image notes for easy reference
Download image note in OneNote
Save images to a designated folder
Get page/note by ID in OneNote
Retrieves a page or note based on its id
Create Contact in Platform.ly
Adds a new contact to the database
Update Contact in Platform.ly
Updates contact information with new details
Add tag to a contact in Platform.ly
Adds a tag to a contact
Search contact in Platform.ly
Finds and retrieves contact information
Add note to contact in Platform.ly
Adds notes to a contact's profile
Remove tag from contact in Platform.ly
Untag the contact
Remove all tags from contact in Platform.ly
Removes all tags from a contact
Add segment to contact in Platform.ly
Categorize contacts into segments based on predefined criteria
Remove segment from contact in Platform.ly
Removes a segment from a contact
Remove all segments from contact in Platform.ly
Removes all segments from a contact

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Want to automate something else in your workflow?

You Can Also Connect OneNote or Platform.ly With 1200+ Other Apps

OneNote is a free, open-source note taking app that enables you to easily capture your thoughts and ideas in one place. Use it for work or school, and connect with thousands of others apps like Trello, Asana, and more

See OneNote Integrations

Platformly helps you automate your marketing to deliver consistent and personalized engagement at scale. We unify all your channels and data into a single, actionable source of truth.

See Platform.ly Integrations