Create documents in PandaDoc when new tags are added to contacts in Follow Up Boss
Add new tags to contacts in Follow Up Boss and instantly reflect those changes in your PandaDoc, creating a document without lifting a finger. This simple workflow enhances your customer management process, enabling you to keep track of important details effortlessly. No more toggling between apps or missing crucial information - stay organized with seamless integration.
Add new tags to contacts in Follow Up Boss and instantly reflect those changes in your PandaDoc, creating a document without lifting a finger. This simple workflow enhances your customer management process, enabling you to keep track of important details effortlessly. No more toggling between apps or missing crucial information - stay organized with seamless integration.
- When this happens...Tag Added to Contact
Fires when a tag is added to a contact in Follow Up Boss.
- automatically do this!Create Document
Create a document from a template.
- Free forever for core features
- 14 day trial for premium features & apps