Radius Agent integration with Follow Up Boss
How to Create notes in Follow Up Boss whenever new Radius Agent notes are added
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create notes in Follow Up Boss whenever new Radius Agent notes are added" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Radius Agent integrations
Radius Agent actions
Nekton can use any feature that is available in Radius Agent API.
Using our advanced AI, you can easily create custom automations for Radius Agent.
Here are some typical actions you can do in your automated workflows.
Create Active Client
Creates a new active Client
Disqualify Lead
disqualify's the lead
Create Referral
Creates a Lead
New Disqualified Lead
Triggers when a lead is disqualified.
New Note
Triggers when a new note/activity is added to your lead.
New Inbound Lead and Accepted Assist Lead
Triggers when a recently qualified assist lead is accepted or a new inbound referral is assigned.
About Radius Agent
Radius Agent qualifies leads using the assist program to help you close deals.