Fieldnotes SMS Integration

Yes — Mobile Message integrates with Fieldnotes. Send and receive SMS from the tools you already use.

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✓ 50 FREE SMS credits included when you sign up

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Mobile Message

About the Fieldnotes integration

A new contact or transaction is added to Fieldnotes, and the next action may depend on a prompt arriving at the right time. Fieldnotes and Mobile Message can work together through Zapier so CRM events lead to useful SMS messages instead of another manual chase. A new contact can receive a welcome text, while a new or updated transaction can prompt a deadline reminder.

Fieldnotes provides events including New Contact, New Conversation and New or Updated Task. These can start Mobile Message’s Send SMS action using the phone number and details available in the Zap. The workflow can also run in the other direction. When a person sends an inbound SMS, Mobile Message can trigger Fieldnotes’ Add Contact or Add Note action, creating a record staff can check. This is useful when a reply needs to be retained alongside a contact or conversation.

Select one clear business event for each Zap and personalise the message with the relevant Fieldnotes fields. The connection is configured through Zapier, with no claim of automatic two-way synchronisation between the platforms.
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A Zapier account and subscription is required for this integration. Please view Zapier's pricing page for further information.

What you can automate

Connect Fieldnotes and Mobile Message through Zapier and these run on their own, with no code and no developer.

When A new Fieldnotes contact is added Fieldnotes · ContactCreated
Then Send the contact a welcome text Mobile Message · Send SMS
Use this Zap
When A Fieldnotes task is created or updated Fieldnotes · TaskCreatedOrUpdated
Then Text the person about the task Mobile Message · Send SMS
Use this Zap
When A contact texts your Mobile Message number Mobile Message · Inbound SMS Received
Then Save the reply as a Fieldnotes note Fieldnotes · Add Note
Use this Zap
1.6¢ per SMS on Your First Purchase

Your first purchase is just 1.6¢ per message at any volume, and credits never expire. Stock up early and enjoy lasting value.

100% Direct-to-Carrier Delivery

Every message goes directly to Australian mobile carriers, never through other SMS aggregators or offshore routes.

FREE Dedicated Number

Get a dedicated virtual number to send and receive SMS messages, at no extra cost! Perfect for two-way SMS messaging.

Everything Fieldnotes supports on Zapier

Any of these can start or complete an SMS automation with Mobile Message.

Triggers 7
  • New AI Status — Triggers when AI status of the contact is changed.
  • New Conversation — Triggers when the conversation is added.
  • New or Updated Meeting Note — Triggers when you add or update a meeting note.
  • New or Updated Transaction — Triggers when you add or update a transaction.
  • New Contact — Triggers when you add a contact.
  • New or Updated Contact — Triggers when you add or update a contact.
  • New or Updated Task — Triggers when you add or update a Task.
Actions 3
  • Add Contact — Add as a new contact.
  • Add Note — Add as a new note
  • Update or Add Contact — Update if the contact exists, if not, add as a new contact. (Uses First Name and Last Name to identify the contact).

Everything Your Integration Needs

Easy-to-Use Integration
Easy-to-Use Integration

Our SMS platform is simple to integrate with your existing application.

Custom Sender IDs
Custom Sender IDs

Personalise your messages with a branded sender name, improving trust and engagement with your audience.

Real-Time Delivery Receipts
Real-Time Delivery Receipts

Track your message statuses in real time, ensuring complete transparency and campaign effectiveness.

Inbound SMS Handling
Inbound SMS Handling

Receive replies and incoming messages directly into your app for seamless two-way communication.

Fieldnotes + SMS: common questions

Can Fieldnotes send an SMS when a contact is added?

Yes. ContactCreated can trigger Mobile Message’s Send SMS action in Zapier. Use the contact’s available phone and name fields to send a welcome message or explain the next step.

Can incoming replies be saved in Fieldnotes?

Yes. Inbound SMS Received can trigger Fieldnotes’ Add Note action. The message text and sender details can be mapped into a note, provided they match the fields accepted by Fieldnotes.

How do I connect Fieldnotes with Mobile Message?

Choose Fieldnotes and Mobile Message in Zapier, sign in to both accounts, select the event and action, then map and test the fields. No code is involved, but both services must have active accounts.

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