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Evernote Integration

Use the 123FormBuilder – Evernote integration to let your friends, business partners, colleagues and clients send you notes and reminders in a private or shared notebook through form submissions. You can send the following information from your web forms to Evernote:

  • Note Title
  • Note Content
  • Note Tags
  • Reminder Time
  • Reminder Done Time
  • Source URL
  • File Attachments

123FormBuilder Evernote integration application

Add the Evernote application from the SettingsApplications section of your form and customize your integration as follows:

123FormBuilder Evernote integration

1. Press the Connect to Evernote button.

123FormBuilder how to connect to Evernote

If you’re not logged in, you will be redirected to the login page from Evernote where you’ll need to provide your username and password.

2. Hit Authorize or Re-authorize to give 123FormBuilder access to Evernote.

123FormBuilder how to integrate web form to Evernote

3. In the customization lightbox, in the Required Fields subsection, choose the notebook where you want notes to be sent. The notebooks listed first are your own, followed by the ones shared with you by other users and businesses. Each form submission will create a new note in the notebook you select.

123FormBuilder Evernote integration

4. Provide a note title in the box labeled Title and/or associate any appropriate fields from the dropdown list. If you use form fields, their shortcodes will be replaced with the user input provided at form submission. Mark the note title as a required field in your Form Editor, otherwise the integration may fail. Also, note that the note title length can not exceed 255 characters.

123FormBuilder how to customize Evernote integration

5. In the Optional Fields subsection provide the note content and/or the appropriate form fields. You can add some HTML and inline CSS for better styling.

123FormBuilder Evernote integration guide

6. Use predefined values or field associations to add tags to your notes. Evernote standard users can add a total of 100 tags, while business users can add up to 10,000. A tag can not exceed more than 100 characters.

7. If you want form users to create reminders for the notes they send, you need to have a Date field and a Time field in your form. Match them with the Reminder Time and the reminder will be created at form submission. If you do not assign a start time, the reminder will be automatically set for 8.00 AM. If you also set a date and time for the Reminder Done Time parameter, then the reminder will be instantly marked as completed.

123FormBuilder Evernote integration

8. Match upload form fields with the attachments from Evernote to receive uploaded files as note attachments. You can create associations for a total number of 10 upload fields which, together, can not exceed 25 MB in size.

how to connect Evernote to 123FormBuilder

Images will be included in the body of the note, whereas any other files will appear as attachments, like in this example:

send data from 123FormBuilder to Evernote

9. You can associate a Website field (or a Text Box field with an URL validation) with the Source URL field from Evernote.

123FormBuilder Evernote integration

10. In Error handling, specify the email address that will receive any error messages that may occur while sending data. By default, the box contains the email address of the 123FormBuilder account owner.

how to send data from 123FormBuilder as notes in Evernote

11. Press Save and your integration is complete. From now on, each submission will be sent as a new note to your Evernote account.

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