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Follow Up Boss + thanks.io

Create or update Follow Up Boss contacts from new thanks.io qr code scans

Effortlessly manage your contacts with this powerful workflow between thanks.io and Follow Up Boss. When a QR code is scanned in the thanks.io app, this automation will ensure your contact is created or updated in Follow Up Boss, all without triggering any action plans. Save time and maintain accurate contact information while focusing on more important tasks.

Effortlessly manage your contacts with this powerful workflow between thanks.io and Follow Up Boss. When a QR code is scanned in the thanks.io app, this automation will ensure your contact is created or updated in Follow Up Boss, all without triggering any action plans. Save time and maintain accurate contact information while focusing on more important tasks.

  1. When this happens...
    thanks.iothanks.io
    QR Code Scan

    Triggers when a QR Code on a postcard, letter, or notecard is scanned. This will also trigger when a giftcard is redeemed.

    TriggerInstant
  2. automatically do this!
    Follow Up BossFollow Up Boss
    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!

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Order IDRequired

    Trigger
    Scheduled
    Try It
    • Mailing List (if not selected, trigger will apply to all recipients)

    Trigger
    Instant
    Try It
    • Mailing ListRequired

    • Recipient Full Name

    • Recipient First Name

    • Recipient Last Name

    • Recipient Company

    • Street or Complete AddressRequired

    • Address Line 2

    • City

    • State / Province

    • Postal Code

    • Country Code

    • Birthday

    • Email

    • Phone

    • Custom Field #1

    • Custom Field #2

    • Custom Field #3

    • Custom Field #4

    Action
    Write
    • Recipient First Name

    • Recipient Last Name

    • Recipient Full Name

    • Full Address

    • Street Address

    • Unit or Apt (Address Line 2)

    • City

    • Postal Code

    • State / Province

    • Country Code

    • Recipient Email

    • Recipient Phone

    • Recipient Company Name

    • Message

    • Message Template

    • Message Handwriting Style

    • Image URL

    • Image Template

    • Custom Field #1

    • Custom Field #2

    • Custom Field #3

    • Custom Field #4

    • Additional Pages URL

    • Custom Return Name

    • Custom Return Street

    • Custom Return Unit or Apt

    • Custom Return City

    • Custom Return State

    • Custom Postal Code

    • QR Code URL

    • Sub Account

    Action
    Write
    • Mailing List (if not selected, trigger will apply to all recipients)

    Trigger
    Instant
    Try It
    • Mailing List (if not selected, trigger will apply to all recipients)

    Trigger
    Instant
    Try It
    • Recipient First Name

    • Recipient Last Name

    • Recipient Full Name

    • Full Address

    • Street Address

    • Unit or Apt (Address Line 2)

    • City

    • Postal Code

    • State / Province

    • Country Code

    • Recipient Email

    • Recipient Phone

    • Recipient Company Name

    • Message

    • Message Template

    • Message Handwriting Style

    • Image Template

    • Custom Field #1

    • Custom Field #2

    • Custom Field #3

    • Custom Field #4

    • Image URL

    • Custom Background Image URL

    • Custom Return Name

    • Custom Return Street

    • Custom Return Unit or Apt

    • Custom Return City

    • Custom Return State

    • Custom Postal Code

    • Sub Account

    • Giftcard Amount in Cents

    • Giftcard Brand

    Action
    Write
    • Radius Search AddressRequired

    • Radius Search Record CountRequired

    • Record Types

    • Include Condos

    • Use Property Owner

    • Message

    • Message Template

    • Message Handwriting Style

    • Image URL

    • Image Template

    • Custom Field #1

    • Custom Field #2

    • Envelope

    • Additional Pages URL

    • Custom Return Name

    • Custom Return Street

    • Custom Return Unit or Apt

    • Custom Return City

    • Custom Return State

    • Custom Postal Code

    • Sub Account

    • Append Data

    Action
    Write
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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.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
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About thanks.io

Thanks.io is a way to automatically send ‘handwritten’ postcards, letters, notecards, and giftcards at scale for as low as $.59 per card.

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