When you test the Zap, you can then go into Evernote and you should see an example note added using the test data from Zapier, as shown below. You might find it useful to attach the “vCardUrl” to the note.įinally, in steps 6 & 7 you can test the Zap, name it, and turn it on. You can add a reminder if you wish, or attach a file to the note. You need to first select a notebook, and then enter the various fields for the note similar to as shown below. In step 5 you get to create the layout for your note. In this case, you should add a single filter that requires “vCardUrl” to exist so that cards that are blurry or don’t contain contact information don’t get sent as errors from Zapier. In step 4, we can add conditions that limit when a new business card transcription is used to create a new note. In steps 2 and 3 of creating the Zap, you will simply authenticate your Contacts+ and Evernote accounts. Be sure to select “Create Note” as the action for Evernote. The action, “…do this”, will be Evernote. The trigger, “when this happens…”, will be Contacts+ Business Card Reader. Creating this ZapĪgain, you’ll need to have Contacts+ Business Card Scanner, a free Zapier account, and an Evernote account. If you are the type that needs to know how things work, or how to create a Zap like this from scratch, read on. Select Zapier and ensure that this new Zap shows up. Now open Contacts+ Business Card Scanner and go to Settings. To integrate Contacts+ with Evernote, click here.Īfter setting up the Zap, ensure that it is turned on. You can add this Zap template to your Zapier account by simply following this link:
To get going, all you need to have is Contacts+ Business Card Scanner, a free Zapier account, and an Evernote account. Get the Zap: Scan Business Cards into Evernote After a business card is scanned a contact record is placed into your Evernote account as a new note. If you are someone that would like to have your business cards scanned into Evernote as notes, we’ve got an option for you that allows for editing of the note no matter how you access the note. None the less, the strange thing about scanning business cards into Evernote with their apps is that if you are using a native client application you can edit the card that you scanned (because contact data changes all the time), but if you are using the web application the note is locked from editing. In general, are contacts something that belong in the form of a note? Something about that just doesn’t feel natural or at all convenient, given you likely have your contacts synced with other systems and devices. But to be honest, what they are doing with business cards makes me scratch my head. We love what the folks over at Evernote are doing and we are big fans of their products.
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