Create or update Follow Up Boss contacts when new Square appointments are scheduled
Effortlessly manage your contacts in Follow Up Boss whenever a new appointment is created in Square. With this workflow, each new appointment will result in the creation or updating of a contact in Follow Up Boss, ensuring that your contact list stays up-to-date without manual intervention. Stay organized and save time by streamlining your contact management with this seamless integration.
Effortlessly manage your contacts in Follow Up Boss whenever a new appointment is created in Square. With this workflow, each new appointment will result in the creation or updating of a contact in Follow Up Boss, ensuring that your contact list stays up-to-date without manual intervention. Stay organized and save time by streamlining your contact management with this seamless integration.
- When this happens...New Appointment
Triggers when a new appointment 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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