How to get started with Fieldnotes on Zapier

About Fieldnotes's Integration

What kind of authentication does Fieldnotes use?

Fieldnotes uses API keys.

Do I need a paid Fieldnotes account to use Fieldnotes with Zapier?

You don't need a specific Fieldnotes plan to use Fieldnotes with Zapier.

Do I need special account permissions in Fieldnotes to use Fieldnotes with Zapier?

There aren't any specific Fieldnotes account permissions to connect Fieldnotes to Zapier.

Are there any API token limits in Fieldnotes when I use Fieldnotes with Zapier?

No, there are no token limits when using Fieldnotes with Zapier.

Are there any webhook subscription limits in Fieldnotes when I use Fieldnotes with Zapier?

Fieldnotes doesn't have any webhook subscription limits when you use Fieldnotes with Zapier.

Are custom fields in Fieldnotes supported when I use Fieldnotes with Zapier?

No, Fieldnotes does not support custom fields.

Does Fieldnotes use real trigger samples from my Fieldnotes account?

No, Fieldnotes does not provide real trigger samples from your Fieldnotes account. Only generic samples are provided.

What kind of Fieldnotes hosted account can I use with Zapier?

Fieldnotes's Zapier integration supports both self-hosted and cloud-hosted accounts.

Connecting with Fieldnotes

When you create a Fieldnotes Zap, you'll be asked to enter your Fieldnotes API key.

To locate your API Key in your Fieldnotes account, please follow these steps:

  1. Log into Fieldnotes app account.
  2. Click Settings from the top right menu.
  3. In Integrations click Zapier.
  4. Click Generate API Key.
  5. Copy the API key to your clipboard.

Paste your key back into your Zapier account, then click Yes, continue.

If all steps were successful, your Fieldnotes account will be connected.

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