Follow Up Boss + Google Docs
Create or update Follow Up Boss contacts from new Google Docs documents
Effortlessly keep track of your Google Docs contacts by automating the process with this workflow. When you create a new document in Google Docs, this integration will either create or update a contact in Follow Up Boss without triggering action plans. Stay organized and ensure your contacts are always updated seamlessly.
Effortlessly keep track of your Google Docs contacts by automating the process with this workflow. When you create a new document in Google Docs, this integration will either create or update a contact in Follow Up Boss without triggering action plans. Stay organized and ensure your contacts are always updated seamlessly.
- When this happens...New Document
Triggers when a new document is added (inside any folder).
- 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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New Document
Triggers when a new document is added (inside any folder).
Try ItDrive
Folder
Document NameRequired
Text to AppendRequired
Append Text on New Line?
FileRequired
Specify Document Name
Drive
Folder
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
Drive
Folder
Try ItDrive containing the template document
Folder containing the template document
Template DocumentRequired
New Document NameRequired
Drive
Folder for new Document
Sharing Preference
Unused Fields Preference
Export Formats
Insert Inline Image (Image URL)
Image location (Segment ID)
Image location (Index)
Image location (tabId)
Document NameRequired
Document ContentRequired
Drive
Folder
Export Formats
Insert Inline Image (Image URL)
Image location (Segment ID)
Image location (Index)
Image location (tabId)
Drive
Folder
Document NameRequired
