integrations / 
Follow Up Boss

Follow Up Boss

 + nectarflow

Connect Follow Up Boss with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Follow Up Boss to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.

Connect Follow Up Boss with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Follow Up Boss to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.

Flow Control

Build workflows with various outcomes and process multiple records, collectively or separately.

Data Manipulation

Easily transform your data into any format using a wide range of drag and drop functions.

Execution History

Go back in time and analyze every step of a workflow execution to identify the cause of errors.

Filtering

Control the execution of workflow actions with conditional statements.

Error Handling

Never let a critical process fail. Setup an alternative workflow for when things go wrong.

HTTP Webhooks

Send requests to any public API and trigger your workflow from any external web service.
Follow Up Boss
Search Notes

Searches for notes.

Follow Up Boss
Search Tasks

Searches for tasks.

Follow Up Boss
Search Deals

Searches for deals.

Follow Up Boss
Search Contacts

Searches for contacts.

Follow Up Boss
Update a Task

Updates a task specified by ID.

Follow Up Boss
Search Calls

Searches for calls.

Follow Up Boss
Update a Deal

Updates a deal specified by ID.

Follow Up Boss
Update a Note

Updates a note specified by ID.

Follow Up Boss
Update a Contact

Updates a client specified by ID.

Follow Up Boss
Update an Action Plan for a Contact

Allows to resume or to pause an action plan for a specific contact.

Follow Up Boss
Make an API Call

Performs an arbitrary API call.

Follow Up Boss
Log a Call

Logs a call on a contact.

Follow Up Boss
Get a Task

Retrieves a task details specified by ID.

Follow Up Boss
Get a Note

Retrieves details of a note specified by ID.

Follow Up Boss
Get a Call

Retrieves a call details specified by ID.

Follow Up Boss
Get a Contact

Retrieves a contact details specified by ID.

Follow Up Boss
Delete a Task

Deletes a task specified by ID.

Follow Up Boss
Get a Deal

Retrieves details of a deal specified by ID.

Follow Up Boss
Delete a Note

Deletes a note specified by ID.

Follow Up Boss
Delete a Deal

Deletes a deal specified by ID.

Follow Up Boss
Create a Task

Creates a task for a contact.

Follow Up Boss
Delete a Contact

Deletes a contact specified by ID.

Follow Up Boss
Create a Note

Creates a note on a contact.

Follow Up Boss
Create an Inquiry or a Website Event

Sends in a lead or event related to a lead.

Follow Up Boss
Create a Deal

Creates a new deal.

Follow Up Boss
Create a Contact

Creates a new contact.

Follow Up Boss
Apply an Action Plan to a Contact

Applies a selected action plan to a contact.

Follow Up Boss
Add Tags to a Contact

Adds tags to a contact.

Follow Up Boss
Watch New Website Event

Triggers when people perform an action on your IDX website.

Follow Up Boss
Watch Tags Added to a Contact

Triggers when tags have been added to a contact.

Follow Up Boss
Watch New Deal

Triggers when a new deal has been created.

Follow Up Boss
Watch New Contact

Triggers when a contact has been created.

Follow Up Boss
Watch Deal Stage Updated

Triggers when a deal stage has been updated.

Follow Up Boss
Watch Contact Stage Updated

Triggers when a contact stage has been updated.

Follow Up Boss
Watch Appointment Created

Triggers when an appointment has been created.

Follow Up Boss
Watch New Website Event

Triggers when people perform an action on your IDX website.

Follow Up Boss
Watch Tags Added to a Contact

Triggers when tags have been added to a contact.

Follow Up Boss
Watch New Deal

Triggers when a new deal has been created.

Follow Up Boss
Watch New Contact

Triggers when a contact has been created.

Follow Up Boss
Watch Deal Stage Updated

Triggers when a deal stage has been updated.

Follow Up Boss
Watch Contact Stage Updated

Triggers when a contact stage has been updated.

Follow Up Boss
Watch Appointment Created

Triggers when an appointment has been created.

Follow Up Boss
Update a Task

Updates a task specified by ID.

Follow Up Boss
Update a Deal

Updates a deal specified by ID.

Follow Up Boss
Update a Note

Updates a note specified by ID.

Follow Up Boss
Update a Contact

Updates a client specified by ID.

Follow Up Boss
Update an Action Plan for a Contact

Allows to resume or to pause an action plan for a specific contact.

Follow Up Boss
Make an API Call

Performs an arbitrary API call.

Follow Up Boss
Log a Call

Logs a call on a contact.

Follow Up Boss
Get a Task

Retrieves a task details specified by ID.

Follow Up Boss
Get a Note

Retrieves details of a note specified by ID.

Follow Up Boss
Get a Call

Retrieves a call details specified by ID.

Follow Up Boss
Get a Contact

Retrieves a contact details specified by ID.

Follow Up Boss
Delete a Task

Deletes a task specified by ID.

Follow Up Boss
Get a Deal

Retrieves details of a deal specified by ID.

Follow Up Boss
Delete a Note

Deletes a note specified by ID.

Follow Up Boss
Delete a Deal

Deletes a deal specified by ID.

Follow Up Boss
Create a Task

Creates a task for a contact.

Follow Up Boss
Delete a Contact

Deletes a contact specified by ID.

Follow Up Boss
Create a Note

Creates a note on a contact.

Follow Up Boss
Create an Inquiry or a Website Event

Sends in a lead or event related to a lead.

Follow Up Boss
Create a Deal

Creates a new deal.

Follow Up Boss
Create a Contact

Creates a new contact.

Follow Up Boss
Apply an Action Plan to a Contact

Applies a selected action plan to a contact.

Follow Up Boss
Add Tags to a Contact

Adds tags to a contact.

Follow Up Boss
Search Notes

Searches for notes.

Follow Up Boss
Search Tasks

Searches for tasks.

Follow Up Boss
Search Deals

Searches for deals.

Follow Up Boss
Search Contacts

Searches for contacts.

Follow Up Boss
Search Calls

Searches for calls.