Integrationsfieldnotesjetdocs
fieldnotes + jetdocs

Connect fieldnotes and jetdocs to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between fieldnotes and jetdocs?

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

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

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

How often does the data sync between fieldnotes and jetdocs?

The data sync between fieldnotes and jetdocs 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 jetdocs?

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 jetdocs?

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

About jetdocs

Jetdocs is an internal ticketing solution that integrates with Slack and Teams, powered by no-code catalogs, queues, templates and bots.

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