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How Zapier works
Zapier makes it easy to integrate Popl with Fieldnotes - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Lead" from Popl.
Add your action
An action happens after the trigger—such as "Add Contact" in Fieldnotes.
You’re connected!
Zapier seamlessly connects Popl and Fieldnotes, 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.
- Lead TypeRequired
Try ItTriggerInstant- New AI Status
Triggers when AI status of the contact is changed.
Try ItTriggerInstant - Time Duration (minutes)
Try ItTriggerPolling- New or Updated Meeting Note
Triggers when you add or update a meeting note.
Try ItTriggerInstant
- Lead TypeRequired
Try ItTriggerInstant- Time Duration (minutes)
Try ItTriggerPolling- New Conversation
Triggers when the conversation is added.
Try ItTriggerInstant - Time Duration (minutes)
Try ItTriggerPolling
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