Launchcloud is great at capturing and interpreting data, but that’s only one aspect of any workflow. Often, teams will use a one-stop workspace such as Evernote to store all relevant notes, emails, or documents associated with a given project.
By utilizing Launchcloud’s integration with Evernote, users can save their Launchcloud reports directly into Evernote, providing a clearer picture of how the data fits into the project as a whole. The integration also enables data to be pulled from a spreadsheet in Evernote directly into a Launchcloud form, ensuring that your questions align with the data you’ve already been collecting.
In this article, we explain how to:
- create a new note in Evernote containing an editable copy of a Launchcloud form response
- save a PDF backup of Launchcloud response forms in Evernote
- send documents and media files to Evernote from Launchcloud
- create a spreadsheet in Evernote from within a Launchcloud form
- populate a Launchcloud form with information from Evernote
What is Evernote?
Evernote is a cloud-based workspace to write, collect, share, and present your business or personal notes. By acting as your external brain, Evernote remembers everything — so you don’t have to.
If you don’t already have an Evernote account, you can create one here.
Once you’ve created an account with Evernote, you’re able to connect it with Launchcloud. First, visit our Launchcloud Market and search for the Evernote integration. (You’ll be able to peruse our other integrations here as well.) The Market can be found through the “Installed Apps” panel found in the navigation bar at the top of your account.
Alternatively, you can go straight to the Evernote integration page by following this link.
Next you’ll need to activate the integration, which you can do by clicking the “Install” button.
You will be brought to a login screen asking for your Evernote account credentials. Enter your information so Launchcloud can access your account.
You’ll now see your Evernote account listed as being attached to Launchcloud. To connect another account, click the “Add Evernote account” button.
To disconnect your Evernote account from Launchcloud, click the X to the right of the account email. Be aware that any forms with fields that use the Evernote integration will stop working properly.
Save Responses as New Evernote Notes
The Evernote integration allows users to automatically create a new Evernote note containing the responder’s information each time a form is submitted.
To make use of this feature, navigate to the Form Settings page by clicking the gear icon in the top right corner of the Form Designer tool.
Next, open the Storage tab and select Evernote.
You will then have the option to select how and where you’d like to save the information in Evernote. To start, specify the notebook you’d like to contain all your responses.
You can also add tags to your notes, helping to categorize the responses.
Finally, select how you’d like to save your data. The most fundamental option is the “Text” option, which will record each of the user’s responses in an Evernote note. Each new form response will create its own new, individual note in Evernote. Be aware that text notes of this sort can be edited from within the Evernote app.
Save Media Files to Evernote
Launchcloud forms can support many types of media, such as images, videos, or audio files — in addition to traditional file attachments. If you’d like to include a media file in your Evernote text notes, simply click the green check box next to their icon.
Save PDF Copy to Evernote
Users can also save a carbon copy PDF to their Evernote accounts. As with media files, this is done by selecting the PDF option from the list of available file types. Your PDF will appear at the bottom of your Evernote text note.
Create Spreadsheets in Evernote
Sometimes, you may want to look at all your response data in one document, as opposed to having to go back and forth between individual Evernote notes. In this case, use the CSV or Excel storage options.
A new Evernote note containing the selected file type will be created the first time a Launchcloud form is submitted. For each successive response, the CSV or Excel file will automatically update by adding a new row to the bottom of the document. Each question in your Launchcloud form will appear on the spreadsheet as its own column.
Pull Data From Evernote
Using Data Search available in the Launchcloud Pro Account, the Evernote integration works in two directions. In addition to sending response information to Evernote, it can also auto-populate a Launchcloud form based on data found in an Evernote spreadsheet. This is done by making use of our Data Search feature, found in the Text Input section of the form toolbox.
After dropping the Data Search field into your form, a popup screen will ask you to specify from which source you’d like to search. Select Evernote.
The next screen will display the names of every note in your Evernote account that includes an Excel or CSV file attachment. Find the form from which you’d like to search, and click the arrow button.
Finally, Launchcloud will display each of the column titles found in the specified spreadsheet. Select those that apply to your search.
When you are finished, your Launchcloud form will include a “Search Evernote” field. Responders can use this tool to find their data in the spreadsheet and quickly fill in the correlating data, saving time.
Visit our Data Search support article to learn more about the feature.
App integrations such as the Evernote integration are only available to Launchcloud Standard or Pro customers. Click here to learn more about the many benefits of upgrading your account!