Integrate Follow Up Boss with Zoho Notebook
Send information between Follow Up Boss and Zoho Notebook automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Follow Up Boss and Zoho Notebook using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact created
Triggers when a new contact is created
Notebook created
Triggers when a new notebook is created
Notecard created or updated
Triggers when a new notecard is created or the details of an existing notecard are updated
Notecard updated
Triggers when the details of an existing notecard are updated
Notecard created
Triggers when a new notecard is created in the selected notebook
All Actions - Actions are the automated tasks
Create contact
Creates a new contact
Notify for new inquiry or website event
Notifies you when a new inquiry is received or an event has occurred in your website
Share notebook
Shares an existing notebook with the specified email address
Create collection
Creates a new collection
Create notebook
Creates a new notebook
Share notecard
Shares an existing notecard with the specified email address
Create notecard
Creates a new notecard in the selected notebook
Update notebook
Update the details of an existing notebook
Move notecards to another notebook
Moves an existing notecard to another notebook
Move notecards to collection
Moves an existing notecard to the collection
Fetch notebook by ID
Fetches the details of a notebook using ID
Fetch notebook by name
Fetches the details of a notebook using name
Fetch notecard
Fetches the details of a notecard by search term
Fetch notecard by ID
Fetches the details of a notecard using its unique ID
What is Follow Up Boss?
Follow Up Boss is contact and lead management software. You can follow up on your activities, manage new leads, and receive notifications to stay on top of your sales pipeline.
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Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Endless integrations. End to manual work.
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