Outgrow + Tookan
Create Tookan workflow tasks for new Outgrow leads
Efficiently manage your leads from Outgrow and seamlessly turn them into tasks in Tookan with this automation. Whenever a new lead is generated in Outgrow, a corresponding FOS workflow task is created in Tookan, ensuring a streamlined process between the two platforms. Stay organized and boost productivity by eliminating manual data entry and speeding up your workflow management.
Efficiently manage your leads from Outgrow and seamlessly turn them into tasks in Tookan with this automation. Whenever a new lead is generated in Outgrow, a corresponding FOS workflow task is created in Tookan, ensuring a streamlined process between the two platforms. Stay organized and boost productivity by eliminating manual data entry and speeding up your workflow management.
- When this happens...New Lead
Triggers when a new lead is created. Works on all Outgrow plans.
- automatically do this!Create an FOS Workflow Task
Creates an FOS workflow Task.
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Calculator / QuizRequired
Try ItDescription
Geofence
Order ID
Customer Name
Customer Email
Customer Phone
Start TimeRequired
End TimeRequired
TimezoneRequired
Task AddressRequired
Latitude
Longitude
Template Name
Auto Assign Task ?
Team
Agent
Agent Tags
Description
Geofence
Order ID
Customer Name
Customer Email
Customer Phone
Start TimeRequired
End TimeRequired
TimezoneRequired
Task AddressRequired
Latitude
Longitude
Template Name
Auto Assign Task ?
Team
Agent
Agent Tags
Tracking Link ?
Description
Geofence
Order ID
Pick Up Customer Name
Pick Up Customer Email
Pick Up Customer Phone
Pick Up BeforeRequired
Pick Up Task AddressRequired
Pick Up Address Latitude
Pick Up Address Longitude
Delivery Customer Name
Delivery Customer Email
Delivery Customer Phone
Delivery BeforeRequired
Delivery Task AddressRequired
Delivery Task Address Latitude
Delivery Task Address Longitude
TimezoneRequired
Pick Up Task Template Name
Delivery Template Name
Auto Assign Task ?
Team
Agent
Agent Tags
Tracking Link ?
Calculator / QuizRequired
SegmentRequired
Try ItDescription
Geofence
Order ID
Customer Name
Customer Email
Customer Phone
Complete BeforeRequired
TimezoneRequired
Task AddressRequired
Latitude
Longitude
Template Name
Auto Assign Task ?
Team
Agent
Agent Tags
Tracking Link ?
Description
Geofence
Order ID
Customer Name
Customer Email
Customer Phone
Complete BeforeRequired
TimezoneRequired
Task AddressRequired
Latitude
Longitude
Template Name
Auto Assign Task
Team
Agent
Agent Tags
Tracking Link
