Follow Up Boss + ServeManager
Add new ServeManager companies to Follow Up Boss as contacts without triggering action plans
Easily manage your contacts with this streamlined workflow between ServeManager and Follow Up Boss. When a new company is added in ServeManager, this automation will create or update a contact in Follow Up Boss without triggering any action plans. Stay organized and save time by keeping your contacts up-to-date across both platforms seamlessly.
Easily manage your contacts with this streamlined workflow between ServeManager and Follow Up Boss. When a new company is added in ServeManager, this automation will create or update a contact in Follow Up Boss without triggering any action plans. Stay organized and save time by keeping your contacts up-to-date across both platforms seamlessly.
- When this happens...New Company
Triggers when a new company is created.
- automatically do this!Create or Update Contact Without Triggering Action Plans
Creates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans!
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Invoice Issued
Triggers when an invoice is issued.
Try ItNew Attempt
Triggers when a new attempt is logged.
Try ItNew Job
Triggers when new job is created.
Try ItNumber
Plaintiff
Defendant
Court Date
Filed Date
New Affidavit
Triggers when a new affidavit document is created.
Try ItNew Company
Triggers when a new company is created.
Try ItCompany NameRequired
Contact First NameRequired
Contact Last Name
Contact Phone
Contact Email
Contact Primary
Type of UploadRequired
Document TitleRequired
URL of the FileRequired
Filename (advanced)
JobRequired
