Connect MemoMeister and mfr - field service management to power AI-driven automation

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Choose a Trigger

Choose an Action

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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 Memo" from MemoMeister.

Add your action

An action happens after the trigger—such as "Add Tag to Entity (Job)" in mfr - field service management.

You’re connected!

Zapier seamlessly connects MemoMeister and mfr - field service management, 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.

New Memo
Triggers when a new memo is added (inside any folder).
Trigger
Polling
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New Folder
Triggers when a new folder is added (inside any folder).
Trigger
Polling
Try It
- Memo Name
- Memo Description
  Required
- Memo Content
  Required
Action
Write
- Text-Memo Description
  Required
- Text-Memo Content
  Required
Action
Write
- Folder Name
  Required
Action
Search

- Folder Name
  Required
- Folder Description
- Folder Template
Action
Search or write
- Appointment Type
Trigger
Instant
Try It

New Location (Service Location)
Triggers when new location (service location) is available.
Trigger
Instant
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- Service Request State
  Required
Trigger
Instant
Try It
- Appointment type
  Required
- Duration [Minutes]
  Required
- Start date time
  Required
- End date time
- Appointment description
- Username of techncian
  Required
Action
Write
- Customer First Name
  Required
- Customer Last Name
  Required
- Company Id
- Company Address
- Company Postal
- Company City
- Company note
- Company note
Action
Write
- Job Id
  Required
- Report definition Code (e.g. R-212)
  Required
Action
Write
- Job Name
  Required
- Job Id
- Customer Id
  Required
- Job Description
- Location Id (Service location)
- Job Template
- Project Id
- TargetTime
- StartDateTime
- EndDateTime
- MFR Username
- Produktliste
Action
Write
- Filename
  Required
- File
  Required
- Job Id
  Required
Action
Write
- ServiceObject Id
- ServiceObject Name
Action
Search
- Username
Action
Search

New Memo Inside a Specific Folder
Triggers when a new memo is added inside a specific folder (but not its subfolders).
Trigger
Polling
Try It
New Folder Inside a Specific Folder
Triggers when a new folder is added to a specific folder (but not its subfolders).
Trigger
Polling
Try It
- Folder Name
  Required
- Folder Description
- Folder Template
Action
Write
- Folder
  Required
- Destination Folder
  Required
Action
Write
- Memo Description
  Required
Action
Search
- Memo Description
  Required
- Memo Name
- Memo Content
  Required
Action
Search or write
New Customer
Triggers when new customer is created.
Trigger
Instant
Try It
New Job
Triggers when new job was created.
Trigger
Instant
Try It
- Entity Id (Job)
  Required
- Entity type
  Required
- Tag
  Required
Action
Write
- Customer Name
  Required
- Company Id
- Company Address
- Company Postal
- Company City
- Company note
- Main contact first name company
- Main contact last name company
- Main contact phone number
- Main contacts email
Action
Write
- ItemType Name
  Required
- ItemType Id
  Required
- Price
- Costs
- ItemType description
- ItemType EAN
Action
Write
- Location Name
  Required
- Location Id
- Company Id
- Address
  Required
- Zip code
- City
- Country
- Contact First Name
- Contact Last Name
- Location Note
- Contact Telephone
- Contact Email
Action
Write
- Entity Id (Job)
  Required
- Entity type
  Required
- Tag
  Required
Action
Write
- Item Name / Id
Action
Search
- ServiceRequest Id
- ServiceRequest State
- Expand
- Customer
- ServiceObject Id
Action
Search
- Expands
- ServiceRequest Id
  Required
Action
Search

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Customers have created over 25 million Zaps on the platform

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

Connect MemoMeister and mfr - field service management to integrate crucial parts of your business

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Make work flow with AI

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Learn about AI automation

About MemoMeister

MemoMeister is an easy-to-use application that helps you document projects by facts from anywhere. Documents like images, videos, plans or forms are stored as memos (including description, metadata and comments) securely and structured in one place: the digital project file.

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Related categories

File Management & Storage

About mfr - field service management

Field Service Management platform for dispatching efficiently technicians. This platform helps customers to provide the best service onsite.