Create notes in Follow Up Boss for new Square payments
Easily keep track of new payments in Square by adding them as notes in Follow Up Boss. With this automation, whenever a new payment is processed in the Square app, a note will be created in Follow Up Boss, ensuring that you never miss any crucial payment details. Stay organized and up-to-date with your financial records using this seamless workflow.
Easily keep track of new payments in Square by adding them as notes in Follow Up Boss. With this automation, whenever a new payment is processed in the Square app, a note will be created in Follow Up Boss, ensuring that you never miss any crucial payment details. Stay organized and up-to-date with your financial records using this seamless workflow.
- When this happens...New Payment
Triggers when a new payment is created.
- automatically do this!Create Note
Creates a note on a contact
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