Airtable + Follow Up Boss
Update Follow up Boss Contacts from New or Updated Airtable Records
Keep your client data organized and streamlined with this workflow. Every time a new or updated record shows up in Airtable, this automation will create or update a contact in Follow Up Boss without triggering action plans. No need to worry about manual data entry - now you can focus on what really matterstaking care of your clients.
Keep your client data organized and streamlined with this workflow. Every time a new or updated record shows up in Airtable, this automation will create or update a contact in Follow Up Boss without triggering action plans. No need to worry about manual data entry - now you can focus on what really matterstaking care of your clients.
- When this happens...New or Updated Record
Triggers when a record is created or updated.
- automatically do this!Create or Update Contact Without Triggering Action Plans
Creates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans!
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BaseRequired
TableRequired
Limit to View
Include attachment content
Try ItBaseRequired
TableRequired
RecordRequired
CommentRequired
Cache Copy
BaseRequired
TableRequired
BaseRequired
TableRequired
Help Text
Primary lookup fieldRequired
Secondary lookup field
Help Text
BaseRequired
TableRequired
Last modified time columnRequired
Limit to view
Include file contents?
Try ItBaseRequired
TableRequired
NameRequired
Workspace IDRequired
Number of TablesRequired
BaseRequired
Table NameRequired
Table Description
Primary Field Name
Primary Field Type
