Streamline Your Workflow: Automating Evernote Tags with Zapier When Moving Cards

In today’s fast-paced digital environment, efficiency and organization are key to success. For professionals and enthusiasts alike, effectively managing information is crucial, and this is where tools like Evernote and Zapier come into play. Evernote serves as an excellent platform for note-taking and archiving, while Zapier acts as a bridge, automating actions between apps without the need for coding. Integrating these two can significantly enhance productivity.

If you're using Evernote to keep track of ideas, projects, or tasks, you might often find yourself needing to add tags for organization. Moreover, if you're using a Kanban board or a task management tool that allows you to move cards (such as Trello), you'd want your notes in Evernote to reflect these changes seamlessly. This is where Zapier steps in.

Setting Up Zapier to Automate Tagging in Evernote

Here's how you can add tags to an Evernote note automatically when you move a card in your preferred project management tool:

1. Create a Zapier Account: First and foremost, sign up for a Zapier account if you don’t have one already.


2. Connect Your Apps: Once inside, use the Zapier wizard to connect your project management tool and Evernote account to Zapier.


3. Set Up Your Trigger: Next, create a Zap, and choose the project management tool as your trigger app. Select the event as Card Moved or a similar option, depending on the service you use.


4. Customize the Trigger: Specify which board and which specific movement (from one list/column to another) would trigger the automation.


5. Set Up Your Action: Then, as your action step, choose Evernote and the Create Note or Update Note action, based on whether you want to add a tag to a new note or an existing one.


6. Customize the Evernote Action: Here's where you add the tag. In the setup options, you’ll see a field for tags. You can add static tags that will always be added whenever the trigger event happens or use dynamic content from the trigger to set the tag.


7. Test Your Zap: Before finalizing, Zapier allows you to test the Zap to ensure it’s working as expected. Run a test move on your board and check if the appropriate tag is added to your Evernote note.


8. Activate Your Zap: Once testing is successful, activate your Zap, and you're all set.

Troubleshooting common issues:

• Make sure that Evernote has the right permissions set to allow Zapier to make changes.


• If the tagging isn’t working, double-check you have specified the correct tag name in the action step.


• Ensure the card movement is properly registered in your board - if the trigger isn’t set correctly, the automation will not fire.

In conclusion, automating tasks with Zapier can be a massive time-saver for anyone looking to maximize productivity. By setting up a simple automation, you can ensure your Evernote notes are always organized with the appropriate tags as you move cards in your project management tool. It just takes a few minutes to set up and can save countless hours of manual work.