Connect fieldnotes and Platoforms to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for fieldnotes
Choose an Action
Automatically do this!
Search Form
Enable Integrations or automations with these events of fieldnotes and Platoforms
Enable Integrations or automations with these events of fieldnotes and Platoforms
Triggers
Form Created
Trigger when a new form is created.
Actions
Search Form
Find the details of a form by its id.
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
- YoutubeYoutube Video ScriptYoutube Description VideoCreate an Avatar VideoDelayRetrieve Shareable Link for a Video1Upload VideoAdd Step
- TwitterTwitter TweetPost a TweetAdd Step
- LinkedinLinkedin ArticleCreate a linkedin Article or URL postAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your fieldnotes and Platoforms accounts to viaSocket. Once connected, you can set up a workflow where an event in fieldnotes triggers actions in Platoforms (or vice versa).
Absolutely. You can customize how fieldnotes data is recorded in Platoforms. This includes choosing which data fields go into which fields of Platoforms, setting up custom formats, and filtering out unwanted information.
The data sync between fieldnotes and Platoforms 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 Platoforms. 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 Platoforms
PlatoForms converts any PDF to an online web form to let your clients fill out PDF forms in the browser.
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