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Zapier Integration with Evernote

Automatically store, organize, and retrieve Array form data in Evernote

Updated over 3 months ago

Evernote is a cloud-based workspace designed to help you write, collect, share, and present information across personal and business projects. When paired with Array’s powerful form-building and data capture tools, Evernote becomes a central repository for your submissions, media, and documents.

By integrating Array with Evernote through Zapier, you can:

  • Automatically create notes in Evernote from form submissions

  • Attach PDFs, images, and other files to those notes

  • Create and update spreadsheets inside Evernote from form data

  • Pull data from Evernote into Array forms using Data Search

What You’ll Learn in This Guide

  • How to set up Zapier

  • How to set up a Trigger in Zapier

  • How to create an Action to send data to Evernote

  • How to connect your Array and Evernote accounts

  • How to:

    • Save form submissions as Evernote notes

    • Send PDFs, media, and files to Evernote

    • Create live-updating spreadsheets in Evernote

    • Pull Evernote spreadsheet data into Array using Data Search

Step 1: Set Up Zapier

  1. Log in or create a free Zapier account at zapier.com

  2. Once logged in, you're ready to create your first Zap

A Zap is an automated workflow made up of two parts: a Trigger (what starts it) and an Action (what happens after the trigger).

Step 2: Set Up a Trigger (Array → Evernote)

  1. From your Zapier Dashboard, click “Create Zap”

    menu-1
  2. Choose Array as the Trigger App

    trigger
  3. Select your Trigger Event:

    • New Form Entry – starts the workflow when a form is submitted

    • Form Updated – starts the workflow when an existing submission is edited

      trigger2
  4. Connect your Array account to Zapier when prompted

    signin
  5. Choose the form you want to monitor

  6. Zapier will fetch sample data to test the trigger

Step 3: Set Up an Action (Send to Evernote)

  1. Choose Evernote as the Action App

  2. Select the Action Event (e.g., Create Note)

action
  1. Connect your Evernote account when prompted

  2. Customize the Evernote note:

    • Choose the notebook for saving the note

    • Map form fields from Array into the note content

    • Add tags for categorization

    • Attach media, files, or a PDF copy of the submission

  3. Test your Zap to ensure everything is working

  4. Click Finish and give your Zap a name

  5. Toggle the Zap ON and you're done!

Connect Array to Evernote via the Array Market

You can also enable native integration between Array and Evernote:

  1. Go to the “Installed Apps” section on your Array dashboard

  2. Search for Evernote

  3. Click Install

    Evernote
  4. Log into your Evernote account when prompted

  5. Evernote will now be available as a connected storage option for forms

    Add evernote

You can manage integrations from this panel and add or remove accounts as needed.

Automatically Save Array Data to Evernote

Create New Notes from Form Submissions

  1. Open your form in the Form Builder

  2. Click Connect at the top of the page

  3. Go to the Storage tab

  4. Click on Evernote

  5. Choose:

    • Which notebook to save notes in

    • What tags to apply

    • How to format the data:

      • Text note – shows form answers in editable format

      • PDF – attaches a snapshot of the form

      • Media – includes any photos, videos, or audio recordings

Every new submission will generate a unique, editable Evernote note.

Save Media and Attachments

If your form collects images, videos, audio, or file uploads, you can choose to:

  • Attach them directly to the Evernote note

  • Include them as embedded media or downloadable files

  • Toggle media saving options in the Evernote Storage settings

Save PDF Copies of Submissions

  1. Enable PDF export in the Evernote Storage section

  2. A PDF of each submission will be attached to the Evernote note

  3. PDFs provide a clean, static record for compliance or archiving

Create Evernote Spreadsheets with Form Data

You can send Array submissions into CSV or Excel files inside Evernote:

  • Select CSV or Excel from the Evernote Storage options

  • A spreadsheet note will be created in your selected notebook

  • Each new form response will add a new row

  • Each field in the form becomes a column in the sheet

This is useful for tracking responses over time in a single document.

Populate Forms with Evernote Data (Using Data Search)

Using Array’s Data Search tool, you can auto-fill fields based on data stored in Evernote spreadsheets.

How to Set Up:

  1. In the Form Builder, drag in the Data Search field (from the toolbox)

  2. In the pop-up window, select Evernote as the data source

  3. Choose the Evernote spreadsheet you want to pull from

  4. Select the columns you want users to search against

  5. Your form will now include a “Search Evernote” field
    Users can:

    • Type a value (e.g., ID or name)

    • See matching results

    • Auto-fill related fields in the form

Useful for pre-filling forms based on existing records, reducing errors and saving time.

Disconnecting Evernote

To remove your Evernote account:

  1. Go to Installed Apps in Array

  2. Find Evernote in your list of connected integrations

  3. Click the X next to the account

Warning: Forms using Evernote storage or Data Search may stop working after disconnection.

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