Create integrations between Circle and Fieldnotes to automate any workflow
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Quickly automate workflows with Circle and Fieldnotes using Zapier's templates.
Our most popular template
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
Now it's time for action
And that's it! You've just created a Zap.
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Community
- Space
- Section
- Lesson
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- Community
- Space
- EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Community
- Space
- Section
- NameRequired
- Status
- Body (HTML)
- Comments Enabled
- Featured Media Enabled
- Featured Media Download Enabled
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Community
- Space
- NameRequired
- Comment BodyRequired
- Custom Slug
- Start DateTimeRequired
- DurationRequired
- Location typeRequired
- Virtual Location URL (Optional)
- In Person Location (Optional)
- Hide Location from Non-attendees
- Disable RSVPs
- Send Email Reminder
- Send In-App Notification Reminder
- Send Email Confirmation
- Send In-App Notification Confirmation
- Enable Custom Thank You Message
- Confirmation Message Title
- Confirmation Message Description
- Confirmation Message Button Title
- Confirmation Message Button Link
- Meta Title
- Meta Description
- Opengraph Title
- Opengraph Description
- Opengraph Image
- Hide Meta Info
- Disable likes
- Disable comments
- Hide Attendees
- Hide from featured areas
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- EmailRequired
- Password
- NameRequired
- Community
- Profile Image
- Headline
- Bio
- Location
- Website URL
- Twitter URL
- Facebook URL
- Instagram URL
- Linkedin URL
- Add to Space(s)
- Add to Space Group(s)
- Add Member Tag(s)
- Skip Invitation Email?
- Is Flagged
- Messaging Enabled By Admin
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Community
- Space GroupRequired
- EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Community
- EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Community
- Member Email
- Message BodyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Community
- Member TagRequired
- Member Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Community
- Member TagRequired
- EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Community
- EventRequired
- NameRequired
- Profile Image
- Headline
- Bio
- Location
- Website URL
- Twitter URL
- Facebook URL
- Instagram URL
- Linkedin URL
- Add to Space(s)
- Add Member Tag(s)
- Is Flagged
- Messaging Enabled By Admin
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Member Email
- Member TagRequired
- Community
ActionThis is an event a Zap performs.SearchFind existing data in your app- EmailRequired
- Space GroupRequired
- Community
ActionThis is an event a Zap performs.SearchFind existing data in your app- New Conversation
Triggers when the conversation is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - First NameRequired
- Last Name
- Spouse Name
- Email
- Profession
- Birthday
- Phone
- Family Profile
- Relationship Status
- Referral Source
- Current Address Or Neighborhood
- Target Area Or Neighborhood
- Buyer Or Seller
- Goal
- Target Price
- Client Profile
- Notes
- Local
- Preferred Communication Style
- Alt Phone
- Spouse Email
- Spouse Phone
- Alt Email
- Group
- Sphere Multi Select
- Kids
- Property Address
- Property City
- Property State
- Property Zip
- Label
- Sphere
- Special Wants And Needs
- Bedroom
- Bathroom
- Referral
- Lender
- Spouse Birthday
- Wedding Anniversary
- Company
- Other Date
- Kid Name 1
- Kid Birthday 1
- Kid Phone 1
- Kid Name 2
- Kid Birthday 2
- Kid Phone 2
- Kid Name 3
- Kid Birthday 3
- Kid Phone 3
- Kid Name 4
- Kid Birthday 4
- Kid Phone 4
- Kid Name 5
- Kid Birthday 5
- Kid Phone 5
- Contact Owner Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- First NameRequired
- Last Name
- Email
- Phone
- Profession
- Birthday
- Family Profile
- Relationship Status
- Referral Source
- Buyer Or Seller
- Goal
- Client Profile
- Notes
- Local
- Preferred Communication Style
- Special Wants And Needs
- Spouse Name
- Bedroom
- Bathroom
- Alt Phone
- Label
- Group
- Target Price
- Spouse Email
- Spouse Phone
- Lender
- Alt Email
- Sphere Multi Select
- Property Address
- Property City
- Property State
- Property Zip
- Spouse Birthday
- Wedding Anniversary
- Company
- Other Date
- Kid Name 1
- Kid Birthday 1
- Kid Phone 1
- Kid Name 2
- Kid Birthday 2
- Kid Phone 2
- Kid Name 3
- Kid Birthday 3
- Kid Phone 3
- Kid Name 4
- Kid Birthday 4
- Kid Phone 4
- Kid Name 5
- Kid Birthday 5
- Kid Phone 5
- Contact Owner Email
- Current Address Or Neighborhood
- Target Area Or Neighborhood
- Kids
- Sphere
- Referral
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
- New Community
Triggers when a new community is created by the user.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - Community
- Space GroupRequired
- EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Community
- Space
- Topic
- Member Email
- Comment BodyRequired
- Skip Notifications?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Community
- Space
- NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Community
- Space
- NameRequired
- Comment BodyRequired
- Pin to top
- Comments Enabled
- Liking Enabled
- Member Email
- Custom HTML
- Disable Truncation
- Hide Meta Info
- Meta Title
- Meta Description
- Opengraph Title
- Opengraph Description
- Skip Notifications?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Community
- Space
- Section
- Lesson
- Member EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Community
- Space
- EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Community
- EventRequired
- Member EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Community
- Member EmailsRequired
- Message BodyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Community
- EventRequired
- Member EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Community
- Space
- EventRequired
- NameRequired
- Comment BodyRequired
- Custom Slug
- Start DateTimeRequired
- DurationRequired
- Location typeRequired
- Virtual Location URL (Optional)
- In Person Location (Optional)
- Disable RSVPs
- Hide Location from Non-attendees
- Send Email Reminder
- Send In-App Notification Reminder
- Send Email Confirmation
- Send In-App Notification Confirmation
- Enable Custom Thank You Message
- Confirmation Message Title
- Confirmation Message Description
- Confirmation Message Button Title
- Confirmation Message Button Link
- Meta Title
- Meta Description
- Opengraph Title
- Opengraph Description
- Opengraph Image
- Hide Meta Info
- Disable likes
- Disable comments
- Hide Attendees
- Hide from featured areas
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Community
- EmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- EmailRequired
- Space
- Community
ActionThis is an event a Zap performs.SearchFind existing data in your app- New AI Status
Triggers when AI status of the contact is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New or Updated Meeting Note
Triggers when you add or update a meeting note.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New or Updated Transaction
Triggers when you add or update a transaction.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Contact GUID
- NoteRequired
- First NameRequired
- Last Name
- Email
- Phone
- Note Type
- Added For Touchpoint
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact Guid
- First Name
- Last Name
- EmailRequired
- Phone
ActionThis is an event a Zap performs.SearchFind existing data in your app