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FieldPulse + OpenPhone

Create or update OpenPhone contacts from new FieldPulse customers

When a new customer is added in FieldPulse, keep your OpenPhone contact list updated with this workflow. This automation will instantly create or update a contact in OpenPhone whenever there's a new customer in FieldPulse. Save time and ensure you always have the latest customer contact information at your fingertips.

When a new customer is added in FieldPulse, keep your OpenPhone contact list updated with this workflow. This automation will instantly create or update a contact in OpenPhone whenever there's a new customer in FieldPulse. Save time and ensure you always have the latest customer contact information at your fingertips.

  1. When this happens...
    FieldPulseFieldPulse
    New Customer

    Trigger when a new customer is added.

    TriggerInstant
  2. automatically do this!
    OpenPhoneOpenPhone
    Create or Update Contact

    Creates a contact or updates an existing contact.

    ActionWrite
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Supported triggers and actions

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

    New Customer

    Trigger when a new customer is added.

    Trigger
    Instant
    Try It
    • Job Id

    • FileRequired

    • FilenameRequired

    Action
    Write
    • Customer IdRequired

    • Job TitleRequired

    • Start time, Required format: MM/DD/YYYY HH:MM using the 24-hour clockRequired

    • End time, Required format: MM/DD/YYYY HH:MM using the 24-hour clockRequired

    • Notes

    Action
    Write
    • Search Value

    Action
    Search
    • Customer Id

    • FileRequired

    • FilenameRequired

    Action
    Write
    • First NameRequired

    • Last Name

    • Email

    • Phone

    • Address

    • City

    • State

    • Zip Code

    • Notes

    Action
    Write
    • First NameRequired

    • Last Name

    • Email

    • Phone

    • City

    • State

    • Zip Code

    • Address

    • Notes

    • Job Notes

    Action
    Write
    • Search by text

    • Job ID

    • Customer ID

    • Project ID

    • Project Name

    • Job Start Date

    • Job End Date

    Action
    Search
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About FieldPulse

FieldPulse is service business and contractor software that serves as the hub for managing your business in the office and on the go.

Related categories

  • Project Management
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openphone logo

About OpenPhone

OpenPhone is a new phone for business. It comes with powerful calling, messaging, and a lightweight CRM.
Learn more

Related categories