Connect Fieldnote to Zapier
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#Set up a Zap
The Zapier integration is on the Pro and Business plans. In Zapier, search for Fieldnote, choose a trigger or action, and sign in with your Fieldnote Admin account when asked.
#Available triggers and actions
Triggers (something happened in Fieldnote):
- New customer
- New job
- Job completed
- Invoice paid
Actions (do something in Fieldnote):
- Create customer
- Create job request (lands in Schedule > Requests)
- Add a note to a job
For anything Zapier does not cover, the Business plan includes the Fieldnote API and webhooks.
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