Fieldnotes + FormDesigner integrations
Add new FormDesigner submissions to Fieldnotes as contacts instantly
Stay on top of your record-keeping between FormDesigner and Fieldnotes with this efficient workflow. With each new submission in the FormDesigner app, this process swiftly adds it as a new contact in the Fieldnotes app. This automatic update ensures all submissions are consistently recorded in both places, freeing up your time and focus for other essential tasks. It's a practical solution for seamlessly managing your data across both apps.
- When this happens...New SubmissionTriggers when a submission is added for a form.
- automatically do this!Add ContactAdd as a new contact.
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More things you can do with FormDesigner and Fieldnotes
Discover other triggers and actions you can use with FormDesigner and Fieldnotes
- FormRequired
Try ItTriggerPolling- Time Duration (minutes)
Try ItTriggerPolling- New Conversation
Triggers when the conversation is added.
Try ItTriggerInstant - Time Duration (minutes)
Try ItTriggerPolling
- New AI Status
Triggers when AI status of the contact is changed.
Try ItTriggerInstant - Time Duration (minutes)
Try ItTriggerPolling- New or Updated Meeting Note
Triggers when you add or update a meeting note.
Try ItTriggerInstant - New or Updated Transaction
Triggers when you add or update a transaction.
Try ItTriggerInstant
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