Fieldnotes Integrations

Name: Zapier
Availability: InStock

Put Fieldnotes to work with AI and enterprise-grade automation

Automate smarter with Fieldnotes and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

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No-code AI automation
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9,000+ apps, 450+ AI tools
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Or pick an app to pair with

Evernote

Notes

HubSpot

Marketing Automation

Microsoft Excel

Microsoft, Spreadsheets

LeadConnector

Marketing Automation

zBuyer.com

Product Management

SetSchedule

CRM (Customer Relationship Management)

Jotform

Forms & Surveys

Manychat

Social Media Marketing

Call Tools PCC

Phone & SMS

Evernote

Notes

HubSpot

Marketing Automation

Microsoft Excel

Microsoft, Spreadsheets

LeadConnector

Marketing Automation

zBuyer.com

Product Management

SetSchedule

CRM (Customer Relationship Management)

Evernote

Notes

HubSpot

Marketing Automation

Microsoft Excel

Microsoft, Spreadsheets

LeadConnector

Marketing Automation

zBuyer.com

Product Management

SetSchedule

CRM (Customer Relationship Management)

Jotform

Forms & Surveys

Manychat

Social Media Marketing

Call Tools PCC

Phone & SMS

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Update or add contacts in Fieldnotes with new leads in kvCORE
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kvCORE + Fieldnotes
Update or add contacts in Fieldnotes with new buyer leads in Chime
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Lofty + Filter by Zapier + Fieldnotes
Update or add contacts in Fieldnotes with new tags added to contacts in Follow Up Boss
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Follow Up Boss + Fieldnotes
Add new LionDesk contacts to Fieldnotes
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LionDesk + Fieldnotes
Update or add Fieldnotes contacts for new pipeline stage changes in CINC
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CINC + Fieldnotes
Update or add contacts in Fieldnotes with new contacts in Realvolve
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Realvolve + Fieldnotes

Update or add contacts in Fieldnotes with new leads in kvCORE

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kvCORE + Fieldnotes

Update or add contacts in Fieldnotes with new buyer leads in Chime

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Try it

Lofty + Filter by Zapier + Fieldnotes

Update or add contacts in Fieldnotes with new tags added to contacts in Follow Up Boss

Details

Try it

Follow Up Boss + Fieldnotes

Add new LionDesk contacts to Fieldnotes

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LionDesk + Fieldnotes

Update or add Fieldnotes contacts for new pipeline stage changes in CINC

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CINC + Fieldnotes

Update or add contacts in Fieldnotes with new contacts in Realvolve

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Realvolve + Fieldnotes

Update or add contacts in Fieldnotes with newly-caught webhooks

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Webhooks by Zapier + Fieldnotes

Add Fieldnotes contacts from new Jotform submissions

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Jotform + Fieldnotes

Update or add Fieldnotes contacts from new Typeform entries

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Typeform + Fieldnotes

Update or add Fieldnotes contacts from new or updated contacts in Google Contacts

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Google Contacts + Fieldnotes

Create or update Fieldnotes contacts when new Close contacts are added

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Close + Fieldnotes

Create or update Fieldnotes contacts when new Ontraport contacts are added

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Ontraport + Fieldnotes

Update or add contacts in Fieldnotes with newly-caught webhooks
Premium
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Webhooks by Zapier + Fieldnotes
Add Fieldnotes contacts from new Jotform submissions
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Jotform + Fieldnotes
Update or add Fieldnotes contacts from new Typeform entries
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Typeform + Fieldnotes
Update or add Fieldnotes contacts from new or updated contacts in Google Contacts
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Google Contacts + Fieldnotes
Create or update Fieldnotes contacts when new Close contacts are added
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Close + Fieldnotes
Create or update Fieldnotes contacts when new Ontraport contacts are added
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Ontraport + Fieldnotes

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 AI Status
Triggers when AI status of the contact is changed.
Trigger
Instant
Try It
- Time Duration (minutes)
Trigger
Polling
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
- Note
  Required
- First Name
- Last Name
- Email
- Phone
- Note Type
- Added For Touchpoint
Action
Write

- Contact Guid
- First Name
- Last Name
- Email
- Phone
Action
Search

- Time Duration (minutes)
Trigger
Polling
Try It
New Conversation
Triggers when the conversation is added.
Trigger
Instant
Try It
- Time Duration (minutes)
Trigger
Polling
Try It
- First Name
  Required
- 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 Name
  Required
- 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

For builders

Let your AI safely access Fieldnotes

Go beyond Zap workflows. Install Zapier in your AI to call Fieldnotes actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.

No code

Call actions in natural language with Zapier MCP

Act in Fieldnotes from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.

Example actions on this page

Add Contact
Add Note

Works with

Claude · ChatGPT · Cursor · Any MCP-compatible AI

Install Zapier MCP

Code

Work in code with the Zapier SDK

Expose Fieldnotes actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().

Install

npm install @zapier/zapier-sdk
npm install -D @zapier/zapier-sdk-cli
zapier-sdk login
# create a Fieldnotes connection @ https://zapier.com/fr/app/assets/connections

Run an action

// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";

const zapier = createZapierSdk();

const { data: connection } = await zapier.findFirstConnection({ app: "fieldnotes", owner: "me" });

await zapier.runAction({
  app: 'fieldnotes',
  action: 'CreateContact',
  connection: connection.id,
  input: {
    {inputKeyValuePairs}
  },
});

Open the SDK docs

Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.

Fieldnotes Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

About Fieldnotes

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

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

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

Fieldnotes Integrations

Put Fieldnotes to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Update or add contacts in Fieldnotes with new leads in kvCORE

Update or add contacts in Fieldnotes with new buyer leads in Chime

Update or add contacts in Fieldnotes with new tags added to contacts in Follow Up Boss

Add new LionDesk contacts to Fieldnotes

Update or add Fieldnotes contacts for new pipeline stage changes in CINC

Update or add contacts in Fieldnotes with new contacts in Realvolve

Update or add contacts in Fieldnotes with new leads in kvCORE

Update or add contacts in Fieldnotes with new buyer leads in Chime

Update or add contacts in Fieldnotes with new tags added to contacts in Follow Up Boss

Add new LionDesk contacts to Fieldnotes

Update or add Fieldnotes contacts for new pipeline stage changes in CINC

Update or add contacts in Fieldnotes with new contacts in Realvolve

Update or add contacts in Fieldnotes with newly-caught webhooks

Add Fieldnotes contacts from new Jotform submissions

Update or add Fieldnotes contacts from new Typeform entries

Update or add Fieldnotes contacts from new or updated contacts in Google Contacts

Create or update Fieldnotes contacts when new Close contacts are added

Create or update Fieldnotes contacts when new Ontraport contacts are added

Update or add contacts in Fieldnotes with newly-caught webhooks

Add Fieldnotes contacts from new Jotform submissions

Update or add Fieldnotes contacts from new Typeform entries

Update or add Fieldnotes contacts from new or updated contacts in Google Contacts

Create or update Fieldnotes contacts when new Close contacts are added

Create or update Fieldnotes contacts when new Ontraport contacts are added

Let your AI safely access Fieldnotes

Call actions in natural language with Zapier MCP

Work in code with the Zapier SDK

Fieldnotes Help & Support

Common questions

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Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Fieldnotes Integrations

Popular Fieldnotes Integrations

Connect Your App Accounts to Zapier