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I use Evernote in meetings every day and when I have a task I tag the task with a checkbox. What I would like to do is to use Zapier to read new Evernote notes and if there is a checkbox in a note I would like for the item to appear in my ToDo list in Smartsheet. From there I would be able to assign tasks etc which would greatly help me manage tasks for myself and my team.

I wrote the Evernote team to understand how checkboxes are coded and below is the reply:

Answer from Evernote Help

The Zapier team has entered this as a feature request but it seems like I should be able to write something in the Formatter and have it do this now. After seeing the response from Evernote the Zapier team suggested I post the question here.

Thank you in advance for your help.

Donald Davis
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2 Answers2

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Zapier offers an action called "Filter by Zapier". Use it just after your trigger and check if:

  • Content HTML
  • (text) contains
  • en-todo checked="true"

Check this screenshot to see how it looks like in Zapier ;)

DFATPUNK
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    Thank you @DFATPUNK that worked, I think I had tried to find the tag previously but for an unchecked box it is en-todo checked="false" and because I used "true" it must have failed. The next step for me will be to finalize my zap by just grabbing the text after the checkbox. Thanks again for the help. – Donald Davis Jan 04 '19 at 14:40
  • Awesome :) Could you check your thread as answered? I may be able to help you with your next step if you elaborate a bit more. – DFATPUNK Jan 04 '19 at 18:50
  • Hey there, I absolutely can check it but have one more question before I do. My evernote HTML looks like this:
    Test Event
    - What I want to grab is right after "false" /> until the next
    and I want this to create a Smartsheet line for each section of text. I cannot seem to figure out how to do this part.
     – Donald Davis Jan 07 '19 at 19:40
  • You must use Formatter by Zapier -> Split Text. Select your content HTML and type ``" />`` as separator and select ``All (as separate item)``. Then, repeat this step with the "Test Event
    " bit and type ``
    `` in the separator field. It will return "Test Event" alone.     – DFATPUNK Jan 08 '19 at 07:11
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Thank you this answered it @DFATPUNK. I now have a Zap that creates tasks in Smartsheet based on boxes placed in a document.

If I need to do anything else to mark this as answered please let me know.

Donald Davis
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  • It’s all good Donald, glad your first thread on Stack Overflow proved to be helpful. Happy zaping ;) – DFATPUNK Jan 12 '19 at 17:52