Create filled documents in pdfFiller when new tags are added to contacts in Follow Up Boss
Ensure seamless documentation every time a new tag is added to a contact in Follow Up Boss. This workflow instantly generates a filled document from a template in pdfFiller, saving you the hassle of manual entry and ensuring accurate, consistent records for your contacts. Streamline your contact management and documentation process with this effective automation.
Ensure seamless documentation every time a new tag is added to a contact in Follow Up Boss. This workflow instantly generates a filled document from a template in pdfFiller, saving you the hassle of manual entry and ensuring accurate, consistent records for your contacts. Streamline your contact management and documentation process with this effective automation.
- When this happens...Tag Added to Contact
Fires when a tag is added to a contact in Follow Up Boss.
- automatically do this!Create Filled Document From Template
Create the new filled document based on an existing fillable document.
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