Create FileInvite invites for new contacts in Follow Up Boss
Efficiently manage your client onboarding process with this seamless workflow between Follow Up Boss and FileInvite. When a new contact is added to Follow Up Boss, an invite will be created in FileInvite, ensuring a smooth onboarding experience for your clients. This automation saves you time, allowing you to focus on building relationships and providing excellent service.
Efficiently manage your client onboarding process with this seamless workflow between Follow Up Boss and FileInvite. When a new contact is added to Follow Up Boss, an invite will be created in FileInvite, ensuring a smooth onboarding experience for your clients. This automation saves you time, allowing you to focus on building relationships and providing excellent service.
- When this happens...New Contact
Fires when a new contact is created in Follow Up Boss.
- automatically do this!Create Invite
Creates a new invite for an existing person.
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