Create tasks in Follow Up Boss for new submissions in Jotform
Stay organized and efficient with this Jotform to Follow Up Boss workflow. Every time a new submission is made in Jotform, it creates a task in Follow Up Boss for you. This automation ensures nothing falls through the cracks, enhancing your productivity and enabling you to focus on critical tasks. Always stay on top of your work, without missing any vital information.
Stay organized and efficient with this Jotform to Follow Up Boss workflow. Every time a new submission is made in Jotform, it creates a task in Follow Up Boss for you. This automation ensures nothing falls through the cracks, enhancing your productivity and enabling you to focus on critical tasks. Always stay on top of your work, without missing any vital information.
- When this happens...New Submission
Triggers when a new submission has been added to a specific form.
- automatically do this!Create Task
Create a task for a contact.
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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
Try ItSelect a formRequired
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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