Connect Ideanote and SiteCapture to power AI-driven automation

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Choose a Trigger

Choose an Action

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How Zapier works

Zapier makes it easy to integrate Ideanote with SiteCapture - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Idea" from Ideanote.

Add your action

An action happens after the trigger—such as "Archive Project" in SiteCapture.

You’re connected!

Zapier seamlessly connects Ideanote and SiteCapture, automating your workflow.

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.

- Mission
Trigger
Instant
Try It
- Mission
Trigger
Instant
Try It
- Idea Id
  Required
- Anonymity
- Phase
Action
Write
- Project Id
  Required
Action
Write
- Template Key
  Required
- Container Project Id
Action
Write

- Project Id
  Required
Action
Write
- Project Id
  Required
- Due date
- Status
- Fields
Action
Write

- Project ID
  Required
Action
Search
- Project ID
  Required
Action
Search
- Project ID
  Required
Action
Search

- Mission
- Mention Type
Trigger
Instant
Try It
- Mission ID
  Required
- Anonymity
Action
Write
- Template Key
- Status
  Required
- Include Images and Report
- Include originals (high res) in images zip file
- Only include flagged photos in images zip file
- Include folders in images zip file
- Report_type
Trigger
Instant
Try It
- Project Id
  Required
- User Id
  Required
- Notify User
- Remove Previous Assignee Access
Action
Write
- Project Id
  Required
Action
Write
- Project Id
  Required
- Send initial Email
- Send Email Reminders
Action
Write
- Key
  Required
Action
Search
- Project ID
  Required
- Capture timestamp on the photos
- Only include original photos
- Have the photo organized into folders
- Include a csv containing project data in the zip
Action
Search
- Id
  Required
- Include Images and Report
- Include originals (high res) in images zip file
- Only include flagged photos in images zip file
- Include folders in images zip file
- Needed Field keys in field groups
Action
Search
- Id
  Required
Action
Search

For AI agents & developers

Use Ideanote and SiteCapture with AI agents and code

Beyond Zap workflows. Call Ideanote and SiteCapture actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Ideanote and SiteCapture actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Create Idea
Archive Project

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Ideanote and SiteCapture actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* ideanote / sitecapture action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Ideanote and SiteCapture to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

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Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Ideanote to SiteCapture integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Ideanote

Ideanote is an easier and faster way for companies to collect, collaborate and act on ideas from customers and employees.

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Related categories

Team Collaboration

About SiteCapture

SiteCapture is a field reporting tool to collect photos and data from a job site. SiteCapture is used in home service industries such as solar to improve time and accuracy of site survey and system installations. Take photos and sync in real time for the most advanced technology in field services.

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