Integration
Connect Algolia and Follow Up Boss
When Browse Records fires in Algolia, your agent runs Add Tags to a Contact in Follow Up Boss, or Deal Stage Updated in Follow Up Boss to Add or Replace Record in Algolia. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Algolia and Follow Up Boss to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Example flows
What Algolia and Follow Up Boss can do together
From Algolia to Follow Up Boss
When Browse Records in Algolia
then Add Tags to a Contact in Follow Up Boss
When Browse Records in Algolia
then Create Contact Without Triggering Action Plans in Follow Up Boss
From Follow Up Boss to Algolia
When Deal Stage Updated in Follow Up Boss
then Add or Replace Record in Algolia
When New Appointment in Follow Up Boss
then Check Task Status in Algolia
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with Algolia and Follow Up Boss
Triggers and actions 9 triggers · 57 actions
Trigger
Browse RecordsTriggers when a new record appears in an Algolia index, optionally limited to records matching a query or filter.
Action
Add or Replace RecordAdds a record to an Algolia index, or replaces the existing record with the same object ID.
Action
Batch IndexingAdds, updates or deletes several records in one Algolia index with a single request. Returns the affected record IDs and the indexing task ID.
Action
Batch Multiple IndicesAdds, updates, or deletes records across multiple Algolia indices in a single request.
Action
Batch Save Query RulesCreates or replaces several query rules on an Algolia index in one call, optionally clearing the existing rules first.
Action
Batch Save SynonymsCreates or replaces a batch of synonyms on an Algolia index.
Action
Check Task StatusReturns whether an Algolia indexing task on an index has finished (published) or is still pending.
Action
Clear All SynonymsDeletes all synonyms from an Algolia index.
Action
Clear Index (Delete All Records)Deletes every record from an Algolia index while keeping its settings, synonyms and rules.
Action
Copy or Move IndexCopies or moves (renames) an Algolia index to a destination index within the same application.
Action
Delete IndexDeletes an Algolia index together with all its records and settings.
Action
Delete Query RuleDeletes a query rule from an Algolia index by its ID.
Action
Delete RecordDeletes a single record from an Algolia index by its object ID.
Action
Delete Records by QueryDeletes every record in an Algolia index that matches a filter. The deletion is queued as a task; empty filters are refused.
Action
Delete SynonymDeletes a synonym from an Algolia index by its ID.
Action
Find Query RuleReturns a single query rule from an Algolia index by its rule ID, including its conditions and consequence.
Action
Find RecordReturns one record from an Algolia index by its object ID.
Action
Find SynonymFinds a synonym in an Algolia index by its ID and returns its type, words and replacements.
Action
Get Index SettingsReturns the settings configured on an Algolia index, such as searchable attributes, ranking and faceting.
Action
Get Records (Batch)Retrieves one or more records by object ID, potentially from different indices, in a single call.
Action
List IndicesReturns all indices in your Algolia application, with each index's name, record count, size and last-updated time.
Action
Partial Update RecordAdds new attributes to an Algolia record or updates existing ones, leaving the other attributes unchanged.
Action
Save Record (Auto Object ID)Adds a record to an Algolia index with an auto-generated object ID, or replaces the record if the given object ID already exists.
Action
Save SynonymCreates a synonym in an Algolia index, or replaces the existing synonym with the same ID.
Action
Search for Facet ValuesSearches the values of a facet attribute in an index and returns the matching facet values with their record counts.
Action
Search IndexSearches one Algolia index and returns the matching records (hits) with result counts.
Action
Search Multiple IndicesRuns several search queries against one or more indices in a single request and returns each query's results in the same order.
Action
Search SynonymsSearches the synonyms of an Algolia index by text and optional synonym type, returning the matching synonyms and the total match count.
Action
Update Index SettingsUpdates the settings of an Algolia index, such as searchable attributes, faceting, ranking and typo tolerance. Settings you leave blank are not changed.
Trigger
Deal Stage UpdatedTriggers when a deal in Follow Up Boss is updated, including when it moves to a new pipeline stage.
Trigger
New AppointmentTriggers when a new appointment is created in Follow Up Boss.
Trigger
New ContactTriggers when a new contact is added in Follow Up Boss.
Trigger
New DealTriggers when a new deal is created in Follow Up Boss.
Trigger
New taskTriggers when a new task is created in Follow Up Boss, optionally limited to a person, assignee, type or due range.
Trigger
Person Stage UpdatedTriggers when a contact (person) in Follow Up Boss moves to a different stage.
Trigger
Tag Added to ContactTriggers when one or more tags are added to a contact in Follow Up Boss.
Trigger
Updated ContactTriggers when a contact is added or updated in Follow Up Boss.
Action
Add appointmentCreates an appointment in Follow Up Boss, optionally inviting users and contacts.
Action
Add CollaboratorsSets the collaborating users on a Follow Up Boss contact.
Action
Add Tags to a ContactAdds one or more tags to a Follow Up Boss contact, keeping the tags the contact already has.
Action
Apply an Action Plan to a ContactApplies an existing action plan to a Follow Up Boss contact.
Action
Change Stage of a ContactMoves a contact (person) in Follow Up Boss to a different stage.
Action
Create Contact Without Triggering Action PlansCreates a contact (person) in Follow Up Boss directly, without running lead-flow automations, agent notifications or action plans.
Action
Create DealCreates a deal in Follow Up Boss in the chosen pipeline stage, optionally linked to contacts and agents.
Action
Create NoteAdds a note to a contact (person) in Follow Up Boss.
Action
Create TaskCreates a task on a Follow Up Boss contact, optionally assigned to an agent with a due date and reminder.
Action
Delete contactDeletes a contact (person) from Follow Up Boss by its id.
Action
Find a ContactSearches Follow Up Boss contacts by email, phone, name, stage, tags and other criteria, and returns the matching people.
Action
Get Action Plan AssignmentReturns one action plan assignment — which action plan is applied to which contact, and its status.
Action
Get AppointmentReturns a single Follow Up Boss appointment by its ID.
Action
Get CallReturns a single call logged in Follow Up Boss, looked up by its ID.
Action
Get contactReturns a Follow Up Boss contact (person) by ID, including custom fields.
Action
Get dealReturns a single deal by its id, including its pipeline, stage, price, linked people and users, and any deal custom fields.
Action
Get NoteReturns a single note by its id, including its subject, body and the contact it belongs to.
Action
List Action Plan AssignmentsReturns the action plans applied to a contact, or the contacts on an action plan.
Action
List tasksReturns a list of tasks in Follow Up Boss, optionally filtered by contact, assigned agent, name, type, completion status or due date.
Action
List usersReturns the users (agents, brokers, lenders) in the Follow Up Boss account, optionally filtered by role, name or email.
Action
Log CallLogs a phone call on a Follow Up Boss contact, with its outcome, note and duration.
Action
Pause an Action Plan for a ContactPauses an action plan that is running for a contact, so its remaining steps stop until it is resumed.
Action
Reassign AgentReassigns a Follow Up Boss contact to a different agent, by user id or agent name.
Action
Send Inquiry or Website EventSends a lead inquiry or website activity event (registration, property inquiry, viewed page, etc.) to Follow Up Boss, creating or updating the matching contact.
Action
Update appointmentUpdates an existing appointment in Follow Up Boss, such as its time, title, invitees, type or outcome.
Action
Update ContactUpdates an existing contact (person) in Follow Up Boss, including names, emails, phones, tags, stage, assignment and custom fields.
Action
Update dealUpdates an existing deal in Follow Up Boss, including its stage, people, agents, price, dates and custom field values.
Action
Update noteEdits an existing note's subject, content, or associated contact in Follow Up Boss.
Action
Update taskUpdates an existing task in Follow Up Boss, such as its name, type, assignee, related contact or completion status.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
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Questions
Algolia and Follow Up Boss, answered
What can start an automation from Algolia?
Any of Algolia's 1 trigger in the catalog, including Browse Records. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Follow Up Boss when something happens in Algolia?
Any of Follow Up Boss's 29 actions, including Create Contact Without Triggering Action Plans, Create Deal, Create Note and Create Task. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Follow Up Boss to Algolia?
Yes. When something happens in Follow Up Boss, your agent can act in Algolia too. This page covers both directions: Follow Up Boss's triggers and Algolia's actions are listed here as well.
Do I have to build a connector for Algolia or Follow Up Boss?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
Can my AI client use Algolia and Follow Up Boss without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.