Automate your workflows and reduce double data entry between apps with the Zapier integration. Connect FieldInsight to Zapier and setup Zaps using triggers like job status change to send data to other apps. Zapier integrates to over 3000 apps including Google, Slack, Mailchimp, Facebook and several CRMs like Hubspot, Zoho and Salesforce.

Need help to configure your first Zap? Contact our customer support team using the chat in the bottom right corner or send us an email

Click on this link to add FieldInsight to Zapier

Connect FieldInsight to Zapier

Click 'Accept & Build Zap'

Note:

The authorise FieldInsight you will need the login credentials for the FieldInsight account you are connecting. Username and password.

If you are not the Admin in the FieldInsight account they may need to create a username/password for you in FieldInsight to be able to authorise the integration both sides.

Select add new. In the popup login to your FieldInsight account, then click Authorize to allow Zapier to access your FieldInsight account

The connection is then

For more information on how to use Zapier and how to configure Zaps see Zapier's website:

https://zapier.com/help/create/basics/create-zaps