Connect Microsoft OneNote and ATZ CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Note in Section
Choose an Action
Automatically do this!
Create Candidate
Update candidate
Create Contact
Update Contact
Create Organization
Update Deal
Create job opening
Update Organization
Update Job
Ready to use Microsoft OneNote and ATZ CRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Note in Section
Triggers when new note is created in a section
Add contact
Add a new contact to ATZ CRM.
Add candidate
Create a candidate profile in ATZ CRM for tracking and follow-up.
Update Candidate
Update a candidate's details in ATZ CRM.
Delete candidate
Remove a candidate record from ATZ CRM.
Contact Deleted
Triggered when a contact is deleted from ATZ CRM.
Do thisActions
Action is the task that follows automatically within your Microsoft OneNote integrations.
Get All Notebooks
Get the details of all existing notebooks.
Create Note
Creates a new note
Create Image Note
Creates a note with an embedded image(must have a public URL to that image)
Create Note in Section
Creates a new note in a specific Notebook/Section
Append Note
Appends a content to the end of a note.
Get User Details
Get an existing user details.
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Frequently Asked Questions
To start, connect both your Microsoft OneNote and ATZ CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Microsoft OneNote triggers actions in ATZ CRM (or vice versa).
Absolutely. You can customize how Microsoft OneNote data is recorded in ATZ CRM. This includes choosing which data fields go into which fields of ATZ CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Microsoft OneNote and ATZ CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Microsoft OneNote and ATZ CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Microsoft OneNote
Microsoft OneNote is a note-taking app that makes it easy to capture and save ideas, images, audio recordings, and anything else you need to remember.
Learn MoreAbout ATZ CRM
ATZ CRM is a comprehensive customer relationship management platform designed to streamline your sales and customer service processes. It offers tools for managing contacts, tracking sales, and enhancing customer interactions, making it ideal for businesses looking to improve their customer engagement and sales efficiency.
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