Create notes in Follow Up Boss for new orders in Square
Easily streamline your sales process by connecting the Square and Follow Up Boss apps with this efficient workflow. Whenever a new order is placed in Square, a note will be created in Follow Up Boss, ensuring seamless tracking and management of all your sales transactions. Enjoy a well-organized sales experience with this powerful automation.
Easily streamline your sales process by connecting the Square and Follow Up Boss apps with this efficient workflow. Whenever a new order is placed in Square, a note will be created in Follow Up Boss, ensuring seamless tracking and management of all your sales transactions. Enjoy a well-organized sales experience with this powerful automation.
- 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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