Follow Up Boss + Square
Create notes in Follow Up Boss for new Square appointments
Effortlessly keep track of client appointments with this handy automation. When a new appointment is scheduled in the Square app, this workflow promptly creates a note in Follow Up Boss, ensuring you have all the necessary information at your fingertips. Stay organized and connected with your clients without any manual intervention.
Effortlessly keep track of client appointments with this handy automation. When a new appointment is scheduled in the Square app, this workflow promptly creates a note in Follow Up Boss, ensuring you have all the necessary information at your fingertips. Stay organized and connected with your clients without any manual intervention.
- When this happens...New Appointment
Triggers when a new appointment is created.
- automatically do this!Create Note
Creates a note on a contact
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About Follow Up Boss
Simple lead management software for real estate agents and brokers. Follow Up Boss takes all your leads and puts them in one simple system automatically. Helps you to respond fast and convert more leads into closings.
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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout Square
Square creates tools that help sellers of all sizes start, run and grow their businesses. Square’s point-of-sale service offers tools for every part of running a business, from accepting credit cards and tracking inventory to real-time analytics and invoicing.
