Create notes in Follow Up Boss for updated tasks in Microsoft To Do
Keep your Follow Up Boss notes up-to-date with this seamless workflow between Microsoft To Do and Follow Up Boss. When a task is updated in Microsoft To Do, this automation creates a corresponding note in Follow Up Boss, ensuring important updates are documented in your CRM. Stay organized and on top of your tasks without the need for manual entry.
Keep your Follow Up Boss notes up-to-date with this seamless workflow between Microsoft To Do and Follow Up Boss. When a task is updated in Microsoft To Do, this automation creates a corresponding note in Follow Up Boss, ensuring important updates are documented in your CRM. Stay organized and on top of your tasks without the need for manual entry.
- When this happens...Updated Task
Triggers when a task is updated.
- automatically do this!Create Note
Creates a note on a contact
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