Add tags to contacts in Follow Up Boss and append to daily notes in Reflect
Keep your work organized and efficient with this workflow that integrates Follow Up Boss and Reflect. When a new tag is added to a contact in Follow Up Boss, this automation instantly updates a daily note in Reflect with that information. Stay on top of your customer relationships by having all interactions in one place with this easy-to-use solution.
Keep your work organized and efficient with this workflow that integrates Follow Up Boss and Reflect. When a new tag is added to a contact in Follow Up Boss, this automation instantly updates a daily note in Reflect with that information. Stay on top of your customer relationships by having all interactions in one place with this easy-to-use solution.
- When this happens...Tag Added to Contact
Fires when a tag is added to a contact in Follow Up Boss.
- automatically do this!Append to Daily Note
Appends text to the daily note
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