Create contacts in PracticePanther Legal Software for new Follow Up Boss contacts
Effortlessly manage your client relationships with this seamless workflow between Follow Up Boss and PracticePanther Legal Software. When a new contact is added in Follow Up Boss, this automation will instantly create a contact in PracticePanther, ensuring your client information is up-to-date and easily accessible across both platforms. Stay organized and save time by streamlining your contact management process.
Effortlessly manage your client relationships with this seamless workflow between Follow Up Boss and PracticePanther Legal Software. When a new contact is added in Follow Up Boss, this automation will instantly create a contact in PracticePanther, ensuring your client information is up-to-date and easily accessible across both platforms. Stay organized and save time by streamlining your contact management process.
- When this happens...New Contact
Fires when a new contact is created in Follow Up Boss.
- automatically do this!Create Contact
Creates a contact.
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