Evernote integration

2 min read
updated: Jun 19, 2019

Using LiveChat and Evernote on daily basis? Good, if you find those two useful you can marry them up. If your chat visitors give you inspirational ideas about your webpage, have queries about their purchases (on which you need to check later) or report errors via LiveChat then you can create a tag for such chats and save them as notes in Evernote.

Integration with Evernote: A chat passed as a note

Here's a tutorial with instructions on how to create a Zap that will create a note in your Evernote after a ‘note’ tag is added to a chat.

Creating the Evernote – LiveChat Zap

Creating a Zap consists of four main parts:

  1. Setting up the trigger
  2. Adding a filter
  3. Configuring the action
  4. Launching the Zap

Setting up LiveChat trigger

The first step to set up this integration is to determine a condition that will trigger an action in your Evernote account.

In this integration Chat changed trigger will be used.

  1. Log in to Zapier and click on Make a Zap in the upper menu.

Integration with Evernote: creating a new Zap

Integration with Evernote: selecting LiveChat trigger

Integration with Evernote: Entering your LiveChat account data

Adding a filter

The second step is adding a filter that will only pass the chats with a ‘note’ tag further.

Integration with Evernote: Adding a tag filter

Configuring the action in Evernote

High time to configure what will happen in Evernote after the tag is added to a chat.

Integration with Evernote: Granting the access

Integration with Evernote: Setting up a template

Launching the Zap

All tested? Let's turn this integration on then.

Integration with Evernote: Turning Zap on

Congratulations! You have just linked your LiveChat with Evernote through Zapier. From now on, transcript of each chat with a ‘note’ tag will be passed as a new note.

Integration with Evernote: A chat passed as a note

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