Follow Up Boss + thanks.io
Tag new contacts in Follow Up Boss when items are delivered in thanks.io
When an item is delivered using Thanks.io, boost your efficiency by using this workflow to instantly add tags to a contact in Follow Up Boss. This streamlining guarantees that your records stay up-to-date without manual intervention. It's the perfect solution for keeping your relationships and communication on point, enhancing client interactions and fostering business growth.
When an item is delivered using Thanks.io, boost your efficiency by using this workflow to instantly add tags to a contact in Follow Up Boss. This streamlining guarantees that your records stay up-to-date without manual intervention. It's the perfect solution for keeping your relationships and communication on point, enhancing client interactions and fostering business growth.
- When this happens...Item Delivered
Triggers when a postcard, letter, notecard, or giftcard is delivered to a recipient.
- automatically do this!Add Tags to a Contact
Adds tags to a contact.
- Free forever for core features
- 14 day trial for premium features & apps
Order IDRequired
Try ItMailing List (if not selected, trigger will apply to all recipients)
Try ItMailing ListRequired
Recipient Full Name
Recipient First Name
Recipient Last Name
Recipient Company
Street or Complete Address
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
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
PDF URL Only
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
Mailing List (if not selected, trigger will apply to all recipients)
Try ItMailing List (if not selected, trigger will apply to all recipients)
Try ItRecipient 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
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
PDF URL Only
Custom Return Name
Custom Return Street
Custom Return Unit or Apt
Custom Return City
Custom Return State
Custom Postal Code
Sub Account
Append Data
