Create new Follow Up Boss notes from new Typeform entries
Efficiently streamline your lead capturing process with this workflow. When a new entry is submitted in Typeform, a note is created in Follow Up Boss, ensuring that no important details are missed. Stay organized and up-to-date with your leads information while saving time with this automation.
Efficiently streamline your lead capturing process with this workflow. When a new entry is submitted in Typeform, a note is created in Follow Up Boss, ensuring that no important details are missed. Stay organized and up-to-date with your leads information while saving time with this automation.
- When this happens...New Entry
Triggers when a form is submitted.
- automatically do this!Create Note
Creates a note on a contact
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FormRequired
Try ItForm To DuplicateRequired
Choose Workspace To Duplicate This Form In (Leave blank to duplicate in same workspace)
Title of Your Duplicate Form (leave blank for same title)
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
New Appointment
Fires when a new appointment is created in Follow Up Boss.
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title of your formRequired
Choose Workspace To Create This Form In, leave it blank for default workspace
Form To Update Question inRequired
Please provide list of choices
FormRequired
responses submitted since the specified date and time.
responses submitted until the specified date and time.
search for responses that include the specified string.
search for responses that are complete.
maximum number of responses to fetch (default: 25, max: 1000)
New Deal
Fires when a new deal is created in Follow Up Boss.
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