How to use Zapier to integrate Affinity with Evernote

This step-by-step walkthrough will help you set up an integration to:

1. Create or fetch a contact in Affinity whenever a note is made in Evernote
2. Add a note to that contact

Note: This Zap requires notes in Evernote to be entered in a specific way for Zapier to be able to identify names and columns. Information into Evernote needs to be entered in a way such that contact's name is entered in as a title, and the contact's notes are in the description. 

Steps to follow

1. Choose a Trigger app by going under “Search hundreds of apps…”, type in and click Evernote.
   
   
   
2. Click New Note, then Save + Continue.
   
   
   
3. Click Connect an Account and connect your Evernote account. Then, select it and press Save + Continue.
   
   
   
4. If you'd like for Evernote to send notes from a specific notebook, choose one and click Continue.
   
   
   
5. Click Fetch & Continue to verify everything is working, then click Continue again.
6. Make sure that the notification says that the test is successful. If it’s not successful, make sure that your Evernote account is correctly signed in.
   
   
   
7. Now, under “Search hundreds of apps…”, type in and click Affinity.
8. Depending on what your note is about, click Search for (or Create) a Person if it's a person or click Search for (or Create) an Organization if it's an organization. For this example, we'll choose the first option. Press Save + Continue.
   
   
   
9. Click Connect an Account.
   
   
   
10. Enter your Affinity API key, which you can find like so: http://recordit.co/DPiteWFuQT. Select it, then press Test to check that the account is connected. Then click Save + Continue.
11. Under “Search Term”, click the filtering icon on the right side of the bar.
    
    
    
12. Find and click the note's title that represents the Full Name field.
    
    
    
13. Check the box next to “Create Affinity (2.3.0) person if it doesn't exist yet?”. Enter in the person’s Full Name into its respective field.
    
    
    
14. Click Continue, then Search or Create & Continue. Check that you get a notification that says “Test Successful!”
    
    
    
15. Now there is one more step left, which is to add your note to that person. Click Add a step. Under “Search hundreds of apps…”, type in and click Affinity (2.3.0) as you did before.
    
    
    
16. This time, press on Create a Note.
17. Select your Affinity account that you connected earlier, and then press Continue.
18. You will now see 3 fields: Person, Organization, and Content. Depending on your note, you will select a value for either the Person or Organization field. Since we are taking a note on a person in this example, we will enter in a value for Person.
19. Under the Person field, press on Add a Search Step - this will create a third step.
20. Under Search Term, click on the grey button, press the Evernote button, and then press Title.
     
    
    
21. Press Search & Continue. Make sure you get a notification that says "Test Successful!", and then press Continue.
22. Go back to the Create a Note step, and navigate back to the page where the Person, Organization, and Content fields were.
    
    
    
23. This time, press on the grey plus button under the Content field. Select the option that contains your note, which corresponds to Content Text.
    
    
    
24. Click Continue, and then Create & Continue. After making sure that the notification says Test Successful!, click Finish.
    
    
    
25. That's it! Name your Zap and then turn it on.