Dialpad + Follow Up Boss
Create new notes in Follow Up Boss when new sms are created in Dialpad
Streamline your customer communication process with this Dialpad and Follow Up Boss workflow. Every time a new SMS message comes in on Dialpad, a corresponding note gets created in Follow Up Boss instantly. This saves you time from manual data entry and ensures your team captures every meaningful interaction with clients right where it needs to be. Stay organized and never miss a beat in your customer follow-up regime.
Streamline your customer communication process with this Dialpad and Follow Up Boss workflow. Every time a new SMS message comes in on Dialpad, a corresponding note gets created in Follow Up Boss instantly. This saves you time from manual data entry and ensures your team captures every meaningful interaction with clients right where it needs to be. Stay organized and never miss a beat in your customer follow-up regime.
- When this happens...SMS Created
Triggers when an SMS is created
- automatically do this!Create Note
Creates a note on a contact
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Call StatesRequired
Try ItApi Docs Info
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
New Appointment
Fires when a new appointment is created in Follow Up Boss.
Try ItPipeline name
Stage name
Try It
SMS directionRequired
Try ItCreate and Optionally Assign Contact in Dialpad
This action creates a new contact in Dialpad with the provided details and optionally assigns it to a specific department or user.
New Deal
Fires when a new deal is created in Follow Up Boss.
Try ItNew Contact
Fires when a new contact is created in Follow Up Boss.
Try It
