Manage new Covve Scan cards by creating or updating contacts in Follow Up Boss without triggering action plans
Manage your network effortlessly with Covve Scan and Follow Up Boss. This workflow launches when you scan a card in the Covve Scan app, automatically creating or updating a contact in Follow Up Boss without triggering action plans. It's an efficient way to keep your contacts updated and organized, saving you time and effort.
Manage your network effortlessly with Covve Scan and Follow Up Boss. This workflow launches when you scan a card in the Covve Scan app, automatically creating or updating a contact in Follow Up Boss without triggering action plans. It's an efficient way to keep your contacts updated and organized, saving you time and effort.
- When this happens...Scanned Card
Triggers when a new card is scanned and saved.
- 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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