Create or update contacts in Follow Up Boss from new Jotform submissions
Effortlessly handle new submissions from Jotform by using this automation to instantly create or update contacts in Follow Up Boss, all without starting action plans. This workflow operates in real-time, ensuring your Follow Up Boss contacts stay up-to-date and helping you keep track of all submissions without the need for manual input. It streamlines your data management process, allowing you to focus on more critical tasks.
Effortlessly handle new submissions from Jotform by using this automation to instantly create or update contacts in Follow Up Boss, all without starting action plans. This workflow operates in real-time, ensuring your Follow Up Boss contacts stay up-to-date and helping you keep track of all submissions without the need for manual input. It streamlines your data management process, allowing you to focus on more critical tasks.
- When this happens...New Submission
Triggers when a new submission has been added to a specific form.
- automatically do this!Create or Update Contact Without Triggering Action Plans
Creates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans!
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FormRequired
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Asignee emailRequired
Invitation Message
Assignee Permission
Select a formRequired
New Appointment
Fires when a new appointment is created in Follow Up Boss.
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DocumentRequired
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Assignee emailRequired
Invitation Message
Prefilled Field Permissions
Api Docs Info
Apply standard error handling?Required
HTTP MethodRequired
URLRequired
Query String Parameters
Additional Request Headers
Body
New Deal
Fires when a new deal is created in Follow Up Boss.
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