Update Follow Up Boss contacts when JustCall calls are updated
Stay on top of your client management with this efficient automation. When a call is updated in JustCall, this workflow will create or update contacts in Follow Up Boss without triggering action plans. This ensures a seamless integration between the two apps, keeping your contact information organized and up-to-date without any manual effort on your part.
Stay on top of your client management with this efficient automation. When a call is updated in JustCall, this workflow will create or update contacts in Follow Up Boss without triggering action plans. This ensures a seamless integration between the two apps, keeping your contact information organized and up-to-date without any manual effort on your part.
- When this happens...Call Updated
Triggers when you add/update notes and disposition codes for a particular call
- 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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Incoming Call
Triggers for a new incoming call
Try ItNew Appointment
Triggers when a new appointment is scheduled via JustCall Appointment Scheduler (Public Calendar)
Try ItNew Contact
Triggers when a new contact is added to your JustCall address book.
Try ItNew Voicemail
Triggers whenever there is a new voicemail
Try It
Missed Call
Trigger when an incoming call is missed
Try ItCall Ended
Triggers when a call ends and gets logged in your JustCall call logs. (For voicemails use New Voicemail trigger)
Try ItNew Text
Triggers when a new text is sent from (or received on) your JustCall numbers
Try ItCall Updated
Triggers when you add/update notes and disposition codes for a particular call
Try It