Connect robofy and fieldnotes to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between robofy and fieldnotes?

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

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

Absolutely. You can customize how robofy 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.

How often does the data sync between robofy and fieldnotes?

The data sync between robofy and fieldnotes 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 robofy to fieldnotes?

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 robofy and fieldnotes?

Yes, you can set conditional logic to control the flow of data between robofy 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.

robofy

About robofy

Robofy is a Website Chatbot builder that can create a friendly chatbot in a few minutes.

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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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