Enterprise Collaboration Tool Intellinote Adds Access To Hundreds Of Business Applications

New Enhancements Make Workflow Management & Collaboration Easier for Teams of all Sizes

RESTON, Va.–(BUSINESS WIRE)–December 17, 2014–

Enterprise collaboration tool Intellinote today announced a new integration with Zapier that lets users leverage hundreds of best-in-breed business applications. Intellinote also announced a slew of new features that further simplify workflow management and collaboration so that teams of all sizes can get work done more quickly and efficiently from any device, at any time.

With Zapier, Intellinote can now integrate with more than 300 B2B SaaS applications and tools, including SurveyMonkey, ZenDesk, Twitter, QuickBooks and others.

Here are a few examples of how a user from any business function – Marketing, Sales, Finance and others – can now leverage the Zapier integration to automate workflow:

• Create a Task in Intellinote every time a new Opportunity, Account, Event or Task is created in Salesforce.com
• Each time a customer completes a survey in SurveyMonkey, the results can be sent to Intellinote as a Task
• New invoices or payment activity in tools such as QuickBooks can create a new Task in Intellinote for the Finance or Accounting team
• Social media activity, such as new ‘mentions’ on Twitter can create a new Note or Task that the Marketing team can review and act on
• A new helpdesk ticket in a tool like ZenDesk or Jira can trigger a new Task in Intellinote for the Customer Support Team

“Our users wanted an easy way to automate workflow between Intellinote and other widely-used business apps. Intellinote’s Zapier integration lets them do just this, ” said Intellinote CEO Tony Lopresti. “These new features are also a great way to carry over our 2014 momentum into 2015. These enhancements, many of which were driven by customer requests, will enhance the workflow experience for teams and further solidify our reputation as a leading, modern Enterprise Collaboration platform.”

Intellinote’s newly announced enhancements include:

• Calendar Integration: Task assignments that are accompanied by due dates will automatically send out calendar invites.
• Unassigned Tasks: When large teams work on complex workflows, tasks transition between Unassigned and Assigned states before they are completed; Intellinote now supports Unassigned as a new state.
• Global Tag View: If users have a tag that they used across Workspaces, they can now filter for all the Notes or Tasks associated with that tag, across different Workspaces, in a single dashboard.
• Advanced Filtering: Users can now add complex filtering criteria including AND, OR and other Boolean logic. Managing these filters and visualizing the results of these filters is now more intuitive.

“These new features further extend Intellinote’s value for our distributed and growing team. Our workflow, which already makes extensive use of Intellinote and Google Apps, just became simpler and easier to manage,” said Christian Moritz, CEO and Founder, LinkedIn Profile Services.

For more details about working with Intellinote and Zapier, please visit https://www.intellinote.net/zapier/.

About Intellinote

Intellinote is an Enterprise Collaboration Platform that’s used by more than 15,000 global organizations – ranging from Fortune 500 companies to SMBs – to enhance the productivity and efficiency of their workforces. Designed for teams of all sizes, Intellinote enables users to capture and share knowledge, collaborate easily and accelerate their productivity – anytime, anywhere, and on any device. Intellinote is simple to use, requires no IT resources to implement, and includes dozens of pre-configured integrations and templates to support a wide range of existing business applications and functions. Backed by premier venture capital investors, Intellinote has offices in Washington, D.C. and San Francisco, CA, and can be found online at www.intellinote.net or on Twitter @IntellinoteInc.

for Intellinote
Kate Elisco
kate@eliscocommunications.com
312.480.6780