Create merged documents in Formstack Documents when new tags are added to contacts in Follow Up Boss
Streamline your document creation process with this seamless integration between Follow Up Boss and Formstack Documents. Whenever a new tag is added to a contact in Follow Up Boss, a personalized document is instantaneously generated in Formstack Documents. This efficient workflow saves you time and effort, plus ensures your documents are always up-to-date with the latest contact information. Enjoy the simplicity of this automation while maintaining your focus on building strong client relationships.
Streamline your document creation process with this seamless integration between Follow Up Boss and Formstack Documents. Whenever a new tag is added to a contact in Follow Up Boss, a personalized document is instantaneously generated in Formstack Documents. This efficient workflow saves you time and effort, plus ensures your documents are always up-to-date with the latest contact information. Enjoy the simplicity of this automation while maintaining your focus on building strong client relationships.
- When this happens...Tag Added to Contact
Fires when a tag is added to a contact in Follow Up Boss.
- automatically do this!Create Document Merge
Send data to your Merge URL.
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