Connect fieldnotes and webify to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between fieldnotes and webify?

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

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

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

How often does the data sync between fieldnotes and webify?

The data sync between fieldnotes and webify 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 webify?

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 webify?

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

About webify

Webify enables you to reach out to your potential customers through personalized cold emails.

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