Create Follow Up Boss tasks for new tour requests in Zenlist
When a client requests a tour in Zenlist, this integration will create a "follow up" type task in Follow Up Boss with the subject "Schedule Requested Tours." Before turning on this Zapier template, be sure to edit the action step to select the person you want this task assigned to in Follow Up Boss.
When a client requests a tour in Zenlist, this integration will create a "follow up" type task in Follow Up Boss with the subject "Schedule Requested Tours." Before turning on this Zapier template, be sure to edit the action step to select the person you want this task assigned to in Follow Up Boss.
- When this happens...New Event
Triggers when a new event is registered with Zenlist.
- automatically do this...Only continue if...
Set up rules to specify when this Zap can continue running.
- then do this!Create Task
Create a task for a contact.
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New and Updated Agents
Triggers when a new or updated agent is registered with Zenlist.
Try ItNew and Updated Clients
Triggers when a new or updated client is registered with Zenlist.
Try ItNew Event
Triggers when a new event is registered with Zenlist.
Try ItOnly continue if...Required
New and Updated Chat Messages
Triggers when a new or updated chat message is registered with Zenlist.
Try ItNew and Updated Client Invitations
Triggers when a client invitation is created or updated in Zenlist.
Try ItAgent EmailRequired
Client EmailRequired
Client First NameRequired
Client Last NameRequired
Client Phone
New Appointment
Fires when a new appointment is created in Follow Up Boss.
Try It