Follow Up Boss integration

Get appointment

Tool to retrieve an appointment by its ID. Use when you need to fetch details of a specific appointment.

Get appointment outcome

Tool to retrieve an appointment outcome by ID. Use when you need to fetch details about a specific appointment outcome from Follow Up Boss.

Get appointment types

Tool to retrieve an appointment type by ID. Use when you need to fetch details about a specific appointment type from Follow Up Boss.

Get call

Tool to retrieve a call by its ID from Follow Up Boss. Use when you need to fetch details about a specific call record.

Get deal

Tool to retrieve a deal by its ID from Follow Up Boss. Use when you need to fetch details about a specific deal.

Get deal custom field

Tool to retrieve a deal custom field by its ID from Follow Up Boss. Use when you need to fetch details about a specific deal custom field configuration.

Get event

Tool to retrieve a single event by its ID from Follow Up Boss. Use when you need to fetch details about a specific event record.

Get groups

Tool to retrieve a group by its ID from Follow Up Boss. Use when you need to fetch details about a specific group.

Get identity

Tool to retrieve identity and authentication information from Follow Up Boss. Use when you need to verify the authenticated user's account and user details.

Get me

Tool to retrieve information about the currently authenticated user. Use when you need to fetch details about the authenticated user's account, settings, or permissions.

Get people relationship

Tool to retrieve a people relationship by its ID from Follow Up Boss. Use when you need to fetch details about a specific relationship between contacts.

Get pipelines

Tool to retrieve a pipeline by its ID from Follow Up Boss. Use when you need to fetch details about a specific pipeline.

Create action plans people

Tool to apply an Action Plan to a person in Follow Up Boss. Use when you need to assign or apply a specific action plan workflow to a contact.

Create appointment

Tool to create a new appointment in Follow Up Boss. Use when you need to schedule meetings, property showings, or events. Requires title, start time, and end time. Optionally send invitation emails to invitees.

Create appointment outcome

Tool to create an appointment outcome in Follow Up Boss. Use when you need to add a new outcome type for appointment tracking.

Create appointment types

Tool to create a new appointment type in Follow Up Boss. Use when you need to define a new category for appointments that can be scheduled in the system.

Create call

Tool to add a call record to Follow Up Boss. Use when you need to log a phone call interaction with a person.

Create custom field

Tool to create a custom field in Follow Up Boss. Use when you need to add a new custom data field to person records, such as tracking anniversaries, customer types, or any other custom information.

Create deal custom field

Tool to create a custom field for deals in Follow Up Boss. Use when you need to add custom metadata fields to track deal-specific information like stages, priorities, or custom dates.

Create deals

Tool to create a new deal in Follow Up Boss. Use when you need to add a deal to track sales opportunities in your pipeline. Requires deal name and stage ID.

Create em campaign

Tool to create an email marketing campaign in Follow Up Boss. Use when you need to create a new email campaign with HTML content.

Create em events

Tool to notify Follow Up Boss about marketing emails sent, opens, clicks, bounces, unsubscribes and spam reports. Use when you need to track email marketing events.

Create events

Tool to send in a lead or an event related to a lead in Follow Up Boss. Use when you need to track lead activities, inquiries, property views, or any other event type supported by the system.

Create groups

Tool to create a new Follow Up Boss group with specified members and distribution settings. Use when you need to organize team members into groups for lead distribution.