Connect Privyr and fieldnotes to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Privyr
Choose an Action
Automatically do this!
- Request a new Action for fieldnotes
Enable Integrations or automations with these events of Privyr and fieldnotes
Enable Integrations or automations with these events of Privyr and fieldnotes
Actions
Create Client
Creates a new client
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Frequently Asked Questions
To start, connect both your Privyr and fieldnotes accounts to viaSocket. Once connected, you can set up a workflow where an event in Privyr triggers actions in fieldnotes (or vice versa).
Absolutely. You can customize how Privyr 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 Privyr 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 Privyr 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 Privyr
Privyr is a mobile CRM built for sales professionals who run their businesses from their phone. It works with WhatsApp, iMessage, SMS, email, and other popular chat apps.
Learn MoreAbout fieldnotes
Fieldnotes is a minimalistic self-learning CRM platform that updates contacts, manages transaction deadlines, and handles data entry.
Learn More
