Create recipient payment information in Trolley for new contacts in Follow Up Boss
Effortlessly manage new contacts and payment requests with this streamlined workflow. When you add a new contact in Follow Up Boss, this automation will prompt them for payment information using the Trolley app. Stay organized and ensure a smooth process for your clients with this seamless integration.
Effortlessly manage new contacts and payment requests with this streamlined workflow. When you add a new contact in Follow Up Boss, this automation will prompt them for payment information using the Trolley app. Stay organized and ensure a smooth process for your clients with this seamless integration.
- When this happens...New Contact
Fires when a new contact is created in Follow Up Boss.
- automatically do this!Request Recipient Payment Information
Request payment information from a recipient.
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