Create notes in Follow Up Boss for new or updated rows in Google Sheets team drive
Stay organized and promptly follow up on updates from your team with this efficient workflow. When a new or updated Spreadsheet row is detected in Google Sheets, a note will be created in Follow Up Boss to ensure important details are saved for easy access. Stop manually copying information between these apps and let this automation do the work, keeping your notes and data up to date.
Stay organized and promptly follow up on updates from your team with this efficient workflow. When a new or updated Spreadsheet row is detected in Google Sheets, a note will be created in Follow Up Boss to ensure important details are saved for easy access. Stop manually copying information between these apps and let this automation do the work, keeping your notes and data up to date.
- When this happens...New or Updated Spreadsheet Row (Team Drive)
Triggered when a new row is added or modified in a spreadsheet - works best with Team Drives.
- automatically do this!Create Note
Creates a note on a contact
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