File and Document Management
Zoho Notebook
18 min
zoho notebook is a note taking app that lets users create, organize, and sync notes, checklists, and files integrating with make com enables users to automate note creation, manage checklists, and sync content across business workflows this is ai generated content based on official zoho notebook documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //www zoho com/contact html directly requirements to use the zoho notebook app in make, you must have an active zoho account and generate an api key, https //www zoho com/notebook/ for subscription, refer to the https //www zoho com/notebook/ connect zoho notebook and {{product name}} to get started, you must first create a connection between zoho notebook and {{product name}} , allowing the two services to communicate obtain your oauth2 0 credentials in your zoho notebook account create the connection in make obtain your oauth2 0 credentials in your zoho notebook account before you create the connection in {{product name}} , you should first obtain your oauth2 0 credentials in your zoho notebook account to obtain your oauth2 0 credentials navigate to the api console dashboard click the get started button hover over your required application client type and click create now enter your application name enter the homepage url for your application if prompted, enter the callback uri https //www integromat com/oauth/cb/zoho notebook click the create button navigate to the client secret tab for your application copy the client id displayed on screen copy the client secret displayed on screen you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //www zoho com/accounts/protocol/oauth setup html create the connection in {{product name}} https //www make com/en/register , add the zoho notebook module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your zoho notebook account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page zoho notebook modules after connecting to the zoho notebook app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a checklist creates a new checklist for organizing tasks or items create a file card generates a new file card containing a single uploaded file create a notebook creates a new digital notebook for organizing and storing your notes create a notecard creates a new digital notecard for storing notes or information create an audio card generates an audio card containing a single uploaded audio file create an embed resource creates an embeddable resource that can be inserted into a notecard delete a notebook permanently removes a specified notebook from your account delete a notecard permanently removes a selected notecard from your account delete an embed resource deletes a specified embed resource from your account get a notebook retrieves the details of a specific notebook by its identifier get a notecard fetches the details of a specific notecard get an embed resource details retrieves detailed information about a specific embedded resource list notebooks fetches and displays a list of all available notebooks from your account list notecards fetches and displays a list of all available notecards from your account make an api call executes a custom api request to the connected service using your authorized credentials update a checklist modifies the details of a previously created checklist update a notebook modifies the content or properties of an existing notebook update a notecard modifies the content or details of a selected notecard watch notebooks triggers when a new notebook is created or when an existing notebook is modified watch notecards triggers when a new notecard is created or when an existing notecard is modified templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} zoho notebook resources you can have access to more resources related to this app on the following links https //community make com/search?q=zoho%20notebook https //www zoho com/notebook/ https //www zoho com/notebook/ https //www make com/en/integrations/zoho notebook