Fieldnotes Fieldnotes integrations

Use Nekton to connect Fieldnotes with thousands of other services, and automate your day-to-day tasks. Describe what you want to automate in plain language, and Nekton AI will create automation for you.

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Automate Fieldnotes integrations with Nekton

Create automations that integrate Fieldnotes with other services

Nekton AI can integrate Fieldnotes with many online apps and tools. Here are some popular integrations you can try to automate your Fieldnotes workflows:

Fieldnotes actions

Nekton can use any feature that is available in Fieldnotes API. Using our advanced AI, you can easily create custom automations for Fieldnotes. Here are some typical actions you can do in your automated workflows.
Add Note
Add as a new note
Contact Lookup
It will lookup for contact based on input field data
Add Contact
Add as a new contact.
Update or Add Contact
Update if the contact exists, if not, add as a new contact. (Uses First Name and Last Name to identify the contact).
New AI Status
Triggers when AI status of the contact is changed.
New or Updated Contact
Triggers when you add or update a contact.
New or Updated Meeting Note
Triggers when you add or update a meeting note.
New or Updated Transaction
Triggers when you add or update a transaction.
New Contact
Triggers when you add a contact.
New Conversation
Triggers when the conversation is added.
New or Updated Task
Triggers when you add or update a Task.

About Fieldnotes

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