Connect fieldnotes and boulevard to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between fieldnotes and boulevard?

To start, connect both your fieldnotes and boulevard accounts to viaSocket. Once connected, you can set up a workflow where an event in fieldnotes triggers actions in boulevard (or vice versa).

Can we customize how data from fieldnotes is recorded in boulevard?

Absolutely. You can customize how fieldnotes data is recorded in boulevard. This includes choosing which data fields go into which fields of boulevard, setting up custom formats, and filtering out unwanted information.

How often does the data sync between fieldnotes and boulevard?

The data sync between fieldnotes and boulevard typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from fieldnotes to boulevard?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between fieldnotes and boulevard?

Yes, you can set conditional logic to control the flow of data between fieldnotes and boulevard. 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.

fieldnotes

About fieldnotes

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

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boulevard

About boulevard

Boulevard is the first client experience platform purpose-built to accelerate sales and eliminate stress for self-care, appointment-based businesses.

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