How to connect LeadGen App + Boost Note
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- New LeadTriggers when New Lead is received from Leadgen App.Trigger
- Document CreatedTriggers when a new document is created.Trigger
- Document UpdateTriggers when a document is updated.Trigger
- Create DocumentCreates a new DocumentAction
- Update DocumentUpdates a Document's title and/or contentAction
- Find DocumentFind a Document by ID or Workspace pathAction
- Step 1: Authenticate LeadGen App and Boost Note.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.