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Fieldnotes + Ontraport

Create or update Fieldnotes contacts when new Ontraport contacts are added

Effortlessly keep your contact lists up-to-date with this streamlined workflow between Ontraport and Fieldnotes. Whenever a new contact is added in Ontraport, this automation will either update existing contact information or add a new contact in Fieldnotes, ensuring your data remains accurate and organized. Simplify your contact management, and spend more time focusing on growing your connections.

Effortlessly keep your contact lists up-to-date with this streamlined workflow between Ontraport and Fieldnotes. Whenever a new contact is added in Ontraport, this automation will either update existing contact information or add a new contact in Fieldnotes, ensuring your data remains accurate and organized. Simplify your contact management, and spend more time focusing on growing your connections.

  1. When this happens...
    OntraportOntraport
    New Contact

    Triggers when a new contact is added to Ontraport.

    TriggerScheduled
  2. automatically do this!
    FieldnotesFieldnotes
    Update or Add Contact

    Update if the contact exists, if not, add as a new contact. (Uses First Name and Last Name to identify the contact).

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Ontraport triggers, actions, and search

    New Contact

    Triggers when a new contact is added to Ontraport.

    Trigger
    Scheduled
    Try It
    • Product IdRequired

    Trigger
    Instant
    Try It
    • Product IdRequired

    Trigger
    Instant
    Try It
    • Email

    • Last Name

    • First Name

    • Address

    • City

    • State

    • Zip Code

    • Address Line 2

    • Country

    • Office Phone

    • SMS Number

    • Birthday

    • Title

    • Fax

    • Website

    • Company

    • First Campaign

    • First Content

    • First Lead Source

    • First Medium

    • First Term

    • Last Campaign

    • Last Content

    • Last Lead Source

    • Last Medium

    • Last Term

    • Facebook

    • Instagram

    • Twitter

    • Linkedin

    • Profile Image

    • Sequence

    • Tag

    Action
    Write
    • FormRequired

    Trigger
    Instant
    Try It
    • TagRequired

    • Object TypeRequired

    Trigger
    Instant
    Try It
    • TagRequired

    • Object TypeRequired

    Trigger
    Instant
    Try It
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
fieldnotes logo
fieldnotes logo

About Fieldnotes

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

  • CRM (Customer Relationship Management)

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ontraport logo
ontraport logo

About Ontraport

An all-in-one business and marketing platform designed for information marketers, experts, and coaches.

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