Follow Up Boss + Jotform
Create Follow Up Boss notes for new signed Jotform documents
Streamline your document management process by connecting Jotform and Follow Up Boss. With this workflow, whenever you receive a new signed document in Jotform, a note will be created in Follow Up Boss, ensuring all relevant information is easily accessible to your team. Save time and stay organized by automating this process.
Streamline your document management process by connecting Jotform and Follow Up Boss. With this workflow, whenever you receive a new signed document in Jotform, a note will be created in Follow Up Boss, ensuring all relevant information is easily accessible to your team. Save time and stay organized by automating this process.
- When this happens...New Signed Document
Triggers when a signed document is received.
- automatically do this!Create Note
Creates a note on a contact
- Free forever for core features
- 14 day trial for premium features & apps
About Follow Up Boss
Simple lead management software for real estate agents and brokers. Follow Up Boss takes all your leads and puts them in one simple system automatically. Helps you to respond fast and convert more leads into closings.
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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout Jotform
The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.
