CRM and Sales tools
FieldPulse
16 min
fieldpulse is a comprehensive field service management platform that streamlines scheduling, invoicing, and team coordination for service businesses integrating fieldpulse with make com allows users to automate workflows, connect fieldpulse with other business tools, and save time by reducing manual data entry fieldpulse is published by community users and is developed, supported and maintained by community make does not maintain the application to get support on fieldpulse, reach out to the developer https //f make com/r/w4eaar?app name=fieldpulse\&app slug=fieldpulse community requirements to use the fieldpulse service api, you need an active fieldpulse account sign up here app installation start by installing the app from the integration page here click the install button and follow the on screen instructions to complete the setup connect fieldpulse and {{product name}} to get started, you must first create a connection between fieldpulse and {{product name}} , allowing the two services to communicate you can connect using the following methods api key api key instructions you need to generate your api key from your fieldpulse account settings log in to your fieldpulse account using your credentials navigate to the settings section select the api or integrations tab locate the option to generate or view your api key copy the generated api key the key is typically labeled as api key store your api key securely you will use this api key as a header or parameter when making api requests fieldpulse modules after connecting to the fieldpulse app, you can choose from a list of available modules to build your {{scenario plural lowercase}} actions modules create a customer adds a brand new customer profile to your fieldpulse account, making it easy to manage and track your clients create a job this module lets you quickly create a brand new job in your fieldpulse account, so you can easily keep track of upcoming work and manage your team’s schedule delete a customer removes a customer record from your account, permanently deleting all details associated with that customer delete a job this module lets you permanently remove a specific job from your fieldpulse account get a customer this module lets you quickly find and pull up detailed information about a specific customer from your fieldpulse account get a job this module lets you pull up all the details for a particular job, so you can see everything you need to know about that specific job in one place update a customer this module lets you update the information for a specific customer, making it easy to keep their details accurate and up to date update a job this module lets you update the information for an existing job, so you can keep all your job details accurate and up to date searches modules search customers looks up customers in your fieldpulse account based on the criteria you specify search jobs looks up jobs in your fieldpulse account based on your chosen search criteria triggers modules watch customers this module activates whenever a brand new customer profile is added to your system, helping you keep track of every new customer as soon as they're created watch new jobs this module activates whenever a new job is created that matches the status you specify, making it easy to track and respond to jobs as soon as they enter your chosen workflow stage watch updated jobs this trigger activates whenever a job is updated to a specific status you choose, making it easy to track changes and take action right when they happen universals modules make an api call this module lets you make a custom, authorized api request to fieldpulse, allowing you to interact directly with their api for actions not covered by other modules templates you can look for more templates in make's template gallery , where you'll find thousands of pre created {{scenario plural lowercase}} fieldpulse resources you can have access to more resources related to this app on the following links fieldpulse website fieldpulse documentation fieldpulse api documentation fieldpulse page on make explore how make can help you join the academy learn make at your own pace with hands on courses that build practical skills learn the basics get to know make, how automation works, and the meaning of apis get the support from make comunity connect with other makers, get community tips and tricks reach out to customer care log in to your account and reach out to our agents explore developer resources get to know make api, custom apps and our mcp server explore our blog discover how make helps customers like you