How to connect Campaign Monitor and Microsoft OneNote
Create a New Scenario to Connect Campaign Monitor and Microsoft OneNote
In the workspace, click the “Create New Scenario” button.

Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Campaign Monitor, triggered by another scenario, or executed manually (for testing purposes). In most cases, Campaign Monitor or Microsoft OneNote will be your first step. To do this, click "Choose an app," find Campaign Monitor or Microsoft OneNote, and select the appropriate trigger to start the scenario.

Add the Campaign Monitor Node
Select the Campaign Monitor node from the app selection panel on the right.

Campaign Monitor
Configure the Campaign Monitor
Click on the Campaign Monitor node to configure it. You can modify the Campaign Monitor URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Microsoft OneNote Node
Next, click the plus (+) icon on the Campaign Monitor node, select Microsoft OneNote from the list of available apps, and choose the action you need from the list of nodes within Microsoft OneNote.

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Authenticate Microsoft OneNote
Now, click the Microsoft OneNote node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Microsoft OneNote settings. Authentication allows you to use Microsoft OneNote through Latenode.
Configure the Campaign Monitor and Microsoft OneNote Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Campaign Monitor and Microsoft OneNote Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.

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Save and Activate the Scenario
After configuring Campaign Monitor, Microsoft OneNote, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Campaign Monitor and Microsoft OneNote integration works as expected. Depending on your setup, data should flow between Campaign Monitor and Microsoft OneNote (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Campaign Monitor and Microsoft OneNote
Campaign Monitor + Microsoft OneNote + Microsoft Teams: When a new campaign report is available in Campaign Monitor (indicated by a new email open), the report data is appended to a designated note in Microsoft OneNote, and a summary message is sent to a Microsoft Teams channel for team review.
Microsoft OneNote + Campaign Monitor + Slack: When a new note is added to a specific section in Microsoft OneNote (containing customer feedback), the content of that note is extracted and a summary message is sent to a designated Slack channel to notify the marketing team about the new feedback and to improve campaigns.
Campaign Monitor and Microsoft OneNote integration alternatives
About Campaign Monitor
Use Campaign Monitor in Latenode to automate email marketing based on triggers from other apps. Sync contact lists, personalize campaigns, and track results directly within your workflows. Latenode adds scheduling, conditional logic, and data transformation for sophisticated, automated outreach, bypassing Campaign Monitor's limits.
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About Microsoft OneNote
Automate OneNote tasks within Latenode: create notes from new leads, log support tickets, or archive data. Use Latenode to trigger actions based on OneNote updates, populate notebooks with data from other apps, and manage your information flow automatically. This avoids manual copy/paste and keeps your notes synchronized across systems.
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FAQ Campaign Monitor and Microsoft OneNote
How can I connect my Campaign Monitor account to Microsoft OneNote using Latenode?
To connect your Campaign Monitor account to Microsoft OneNote on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Campaign Monitor and click on "Connect".
- Authenticate your Campaign Monitor and Microsoft OneNote accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I archive Campaign Monitor email reports into OneNote?
Yes, you can. Latenode's flexible data transformation lets you format reports before saving them to OneNote, ensuring organized and accessible records. Benefit from automation and clarity.
What types of tasks can I perform by integrating Campaign Monitor with Microsoft OneNote?
Integrating Campaign Monitor with Microsoft OneNote allows you to perform various tasks, including:
- Logging new Campaign Monitor subscribers in a OneNote notebook.
- Saving campaign performance summaries to OneNote.
- Creating OneNote pages for new email campaign drafts.
- Archiving successful email campaign templates in OneNote.
- Tracking A/B test results from Campaign Monitor in OneNote.
Can I use JavaScript code to modify the data between apps?
Yes, Latenode allows you to use JavaScript code to transform data between Campaign Monitor and Microsoft OneNote, enabling advanced customization.
Are there any limitations to the Campaign Monitor and Microsoft OneNote integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex formatting in OneNote may require custom HTML or code.
- Real-time syncing depends on the polling interval set in Latenode.
- Large file attachments from Campaign Monitor might impact workflow speed.