Connect minimo and fieldnotes to Build Intelligent Automations
Enable Integrations or automations with these events of minimo and fieldnotes
Enable Integrations or automations with these events of minimo and fieldnotes
Actions
Create Contact
Add a new contact to Minimo using an email, with optional phone and first/last name.
Send Email
Send a transactional email to a recipient using a selected template and optional custom fields.
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Frequently Asked Questions
To start, connect both your minimo and fieldnotes accounts to viaSocket. Once connected, you can set up a workflow where an event in minimo triggers actions in fieldnotes (or vice versa).
Absolutely. You can customize how minimo data is recorded in fieldnotes. This includes choosing which data fields go into which fields of fieldnotes, setting up custom formats, and filtering out unwanted information.
The data sync between minimo and fieldnotes 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 minimo and fieldnotes. 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 minimo
Minimo is a versatile platform designed to streamline your digital experiences, offering tools for efficient project management and team collaboration. Enhance productivity with intuitive features tailored for modern workflows.
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About fieldnotes
Fieldnotes is a minimalistic self-learning CRM platform that updates contacts, manages transaction deadlines, and handles data entry.
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