Follow Up Boss + thanks.io

Create notes in Follow Up Boss from new qr code scans in thanks.io

Streamline your contact management process when you use this workflow with thanks.io and Follow Up Boss. Whenever a QR code is scanned in thanks.io, a corresponding note gets created in Follow Up Boss. This automated process ensures information from scanned QR codes are promptly noted, saving you time and minimizing the risk of forgetting crucial information. Experience a more efficient way to handle your interactions and follow-ups.

Streamline your contact management process when you use this workflow with thanks.io and Follow Up Boss. Whenever a QR code is scanned in thanks.io, a corresponding note gets created in Follow Up Boss. This automated process ensures information from scanned QR codes are promptly noted, saving you time and minimizing the risk of forgetting crucial information. Experience a more efficient way to handle your interactions and follow-ups.

  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 Note

    Creates a note on a contact

    ActionWrite
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Supported triggers and actions

    • 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

    • Custom Field #3

    • Custom Field #4

    • 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 more

Related categories

  • CRM (Customer Relationship Management)

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App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
thanksio logo
thanksio logo

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.
Learn more

Related categories

  • Printing