Connect fieldnotes and bestomer to Build Intelligent Automations
Choose a Trigger
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- Request a new Trigger for fieldnotes
Choose an Action
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- Request a new Action for bestomer
Integrate fieldnotes with your favorite apps
The app you are looking for is in beta, and we are awaiting verification from the app builders
before making it accessible to end users.
This process may take 15 to 30 days.
If you can’t wait, we can add the beta version to your viaSocket workspace within 24 hours.
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Frequently Asked Questions
To start, connect both your fieldnotes and bestomer accounts to viaSocket. Once connected, you can set up a workflow where an event in fieldnotes triggers actions in bestomer (or vice versa).
Absolutely. You can customize how fieldnotes data is recorded in bestomer. This includes choosing which data fields go into which fields of bestomer, setting up custom formats, and filtering out unwanted information.
The data sync between fieldnotes and bestomer typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between fieldnotes and bestomer. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About fieldnotes
Fieldnotes is a minimalistic self-learning CRM platform that updates contacts, manages transaction deadlines, and handles data entry.
Learn MoreAbout bestomer
Bestomer is a platform to help you build, share, engage and act to provide great experiences for your customers. Integrate with our Zapier API to automatically engage your Bestomers and get/give help when it's needed.
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