Create new inquiries or website events in Follow Up Boss for new documents in Google Docs folder
Instantly create tasks in Follow Up Boss when new documents are added to a specific Google Docs folder with this seamless automation. Whenever a new document appears in your designated Google Docs folder, this workflow will ensure a corresponding inquiry or website event is generated in Follow Up Boss. Streamline your information flow and stay organized without lifting a finger.
Instantly create tasks in Follow Up Boss when new documents are added to a specific Google Docs folder with this seamless automation. Whenever a new document appears in your designated Google Docs folder, this workflow will ensure a corresponding inquiry or website event is generated in Follow Up Boss. Streamline your information flow and stay organized without lifting a finger.
- When this happens...New Document in Folder
Triggers when a new document is added to a specific folder (but not its subfolders).
- automatically do this!New Inquiry or Website Event
Notify Follow Up Boss when a new inquiry is received or an event on your website happens. For example, someone inquiries about a property, views or saves property as a favorite, an IDX registration or contact form. This will trigger action plans if a new lead is created from the event.
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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
DocumentRequired
Start position (Index)Required
End position (Index)Required
Formatting Options
Font size (points)
Font family
Text color (hex)
Background color (hex)
Segment ID
Tab ID
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)
DocumentRequired
Find textRequired
Replace text
Match case
DocumentRequired
Image URLRequired
Insert position (Index)Required
Width (points)
Height (points)
Segment ID
Tab ID