Follow Up Boss + Square
Create notes in Follow Up Boss for new Square orders
Easily streamline your sales process with this efficient workflow to manage new orders from the Square app and add crucial follow-ups to your Follow Up Boss app. Whenever a new order takes place in Square, a note will be created in Follow Up Boss, helping you keep track of customer information and ensure timely follow-ups. Speed up your sales workflow and never miss an opportunity to engage with your customers again.
Easily streamline your sales process with this efficient workflow to manage new orders from the Square app and add crucial follow-ups to your Follow Up Boss app. Whenever a new order takes place in Square, a note will be created in Follow Up Boss, helping you keep track of customer information and ensure timely follow-ups. Speed up your sales workflow and never miss an opportunity to engage with your customers again.
- When this happens...New Order
Triggers when a new order is processed.
- automatically do this!Create Note
Creates a note on a contact
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