Add or update Follow Up Boss contacts for new Square payments
Effortlessly manage your contacts with this seamless automation between Square and Follow Up Boss. Whenever a new payment is received in Square, this workflow will create or update the corresponding contact in Follow Up Boss without triggering any action plans. Stay organized and never miss an important client update while saving valuable time on manual data entry.
Effortlessly manage your contacts with this seamless automation between Square and Follow Up Boss. Whenever a new payment is received in Square, this workflow will create or update the corresponding contact in Follow Up Boss without triggering any action plans. Stay organized and never miss an important client update while saving valuable time on manual data entry.
- When this happens...New Payment
Triggers when a new payment 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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