Connect fieldnotes and netx to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between fieldnotes and netx?

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

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

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

How often does the data sync between fieldnotes and netx?

The data sync between fieldnotes and netx 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 netx?

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 netx?

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

About netx

NetX is a Digital Asset Management application that empowers users to store, manage, and distribute their digital assets.

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