Create integrations between Fieldnotes and Fieldnotes to automate any workflow
Create your first workflow
Quickly automate workflows with Fieldnotes and Fieldnotes using Zapier's templates.
Our most popular template
How Zapier works
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.
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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.
Supported triggers and actions
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.
New AI Status
Triggers when AI status of the contact is changed.
Try ItTime Duration (minutes)
Try ItNew or Updated Meeting Note
Triggers when you add or update a meeting note.
Try ItNew or Updated Transaction
Triggers when you add or update a transaction.
Try It
Time Duration (minutes)
Try ItNew Conversation
Triggers when the conversation is added.
Try ItTime Duration (minutes)
Try ItFirst 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