Fieldnotes + kvCORE

Create new kvCORE contacts from new Fieldnotes contacts instantly

Enable your Fieldnotes app to seamlessly transfer new contacts information to the kvCORE platform with this efficient workflow. As soon as a fresh contact appears in Fieldnotes, this automation will immediately create that same contact in kvCORE. This will prevent the manual and time-consuming entry of data across both systems, streamlining your work process and keeping your contact list up-to-date.

When this happens...
New Contact
Triggers when you add a contact.
TriggerScheduled
automatically do this!
Create Contact (Post)
Creates a new contact within an account, optionally assigned to an agent.
ActionWrite

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Supported triggers and actions

What does this mean?

New AI Status
Triggers when AI status of the contact is changed.
Trigger
Instant
Try It
- Time Duration (minutes)
Trigger
Scheduled
Try It
New or Updated Meeting Note
Triggers when you add or update a meeting note.
Trigger
Instant
Try It
New or Updated Transaction
Triggers when you add or update a transaction.
Trigger
Instant
Try It
- Contact GUID
- NoteRequired
- First Name
- Last Name
- Email
- Phone
- Note Type
- Added For Touchpoint
Action
Write

- Contact Guid
- First Name
- Last Name
- Email
- Phone
Action
Search
New Lead
Triggers when a new lead (excluding transfers) is added to your account (may be delayed about 15 minutes).
Trigger
Instant
Try It

- Email
- First Name
- Last Name
- Primary Address - Street
- Primary Address - City
- Primary Address - State/Province
- Primary Address - Zip/Postal
- Note
- Logged Call Type
- Logged Call Resoluton
- Logged Call Note
Action
Write

- Time Duration (minutes)
Trigger
Scheduled
Try It
New Conversation
Triggers when the conversation is added.
Trigger
Instant
Try It
- Time Duration (minutes)
Trigger
Scheduled
Try It
- 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
Action
Write
- 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
Action
Write
- Campaign Zap IDRequired
Trigger
Instant
Try It
- First Name
- Lead Type
- Last Name
- Email
- Cell Phone 1
- Cell Phone 2
- Lead Status
- Form or Capture Method
- Source
- Secondary Source
- Date Registered
- Interested in City
- Interested in Price
- Interested in MLS#
- Primary Address - Street
- Primary Address - City
- Primary Address - State/Province
- Primary Address - Zip/Postal
- Assign to Agent Email
- Note
- Assign to Agent ID
- Tags (Multiple)
Action
Write

About Fieldnotes

Fieldnotes is a minimalistic self-learning CRM platform that updates contacts, manages transaction deadlines, and handles data entry.

Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About kvCORE

KvCORE is the next gen solution for modern brokerages, agents, and teams to run their entire business on one platform.

Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

Fieldnotes + kvCORE

Create new kvCORE contacts from new Fieldnotes contacts instantly

New AI Status

New or Updated Contact

Time Duration (minutes)

New or Updated Meeting Note

New or Updated Transaction

Add Note

Contact GUID

First Name

Last Name

Email

Phone

Note Type

Added For Touchpoint

Contact Lookup

Contact Guid

First Name

Last Name

Email

Phone

New Lead

Update Contact

Email

First Name

Last Name

Primary Address - Street

Primary Address - City

Primary Address - State/Province

Primary Address - Zip/Postal

Note

Logged Call Type

Logged Call Resoluton

Logged Call Note

New Contact

Time Duration (minutes)

New Conversation

New or Updated Task

Time Duration (minutes)

Add Contact

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