Integration
Connect Authorize.net and Follow Up Boss
When New Transaction fires in Authorize.net, your agent runs Add Tags to a Contact in Follow Up Boss, or Deal Stage Updated in Follow Up Boss to Create a Subscription from a Customer Profile in Authorize.net. 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 Authorize.net 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 Authorize.net and Follow Up Boss can do together
From Authorize.net to Follow Up Boss
When New Transaction in Authorize.net
then Add Tags to a Contact in Follow Up Boss
When New Transaction in Authorize.net
then Create Contact Without Triggering Action Plans in Follow Up Boss
From Follow Up Boss to Authorize.net
When Deal Stage Updated in Follow Up Boss
then Create a Subscription from a Customer Profile in Authorize.net
When New Appointment in Follow Up Boss
then Create Customer Payment Profile in Authorize.net
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 Authorize.net and Follow Up Boss
Triggers and actions 9 triggers · 61 actions
Trigger
New TransactionTriggers when a new transaction (charge, authorization, refund or void) is submitted.
Action
Authorize a Credit CardAuthorizes an amount on a credit card without capturing it. Capture it later with Capture a Previously Authorized Amount.
Action
Cancel a SubscriptionCancels a subscription. No further payments are charged.
Action
Capture a Previously Authorized AmountCaptures funds from a transaction that was authorized earlier.
Action
Charge a Credit CardCharges a credit card in one step (authorize and capture) and returns the transaction result.
Action
Charge a Customer ProfileCharges a saved customer payment profile.
Action
Create a SubscriptionCreates a recurring-billing subscription charged to a credit card.
Action
Create a Subscription from a Customer ProfileCreates a recurring-billing subscription charged to a saved customer payment profile.
Action
Create Customer Payment ProfileSaves a credit card on an existing customer profile.
Action
Create Customer ProfileCreates a customer profile, optionally with a saved card and billing address.
Action
Create Customer Profile from a TransactionSaves the customer, card and addresses from an existing transaction as a new customer profile.
Action
Create Customer Shipping AddressAdds a shipping address to a customer profile.
Action
Credit a Bank AccountSends money to a bank account by eCheck (ACH), as a refund of an earlier bank debit or as a standalone credit.
Action
Debit a Bank AccountCharges a bank account by eCheck (ACH).
Action
Delete Customer Payment ProfileDeletes a saved payment profile.
Action
Delete Customer ProfileDeletes a customer profile and everything saved on it.
Action
Delete Customer Shipping AddressDeletes a shipping address from a customer profile.
Action
Get Customer Payment ProfileReturns one saved payment profile.
Action
Get Customer ProfileReturns a customer profile with its payment profiles and shipping addresses. Look it up by profile ID, your customer ID, or email.
Action
Get Customer Shipping AddressReturns one shipping address from a customer profile.
Action
Get SubscriptionReturns a subscription's details, including its status.
Action
Get Transaction DetailsReturns the full details of one transaction by its transaction ID.
Action
List Customer Profile IDsReturns the IDs of every customer profile in the account.
Action
List Settled BatchesReturns settlement batches within a date range (up to 31 days).
Action
List SubscriptionsReturns subscriptions by status: active, expiring this month, card expiring this month, or past due (cardExpiringThisMonth, subscriptionActive, subscriptionInactive, subscriptionExpiringThisMonth).
Action
List Transactions in a Settled BatchReturns the transactions in one settlement batch.
Action
List Unsettled TransactionsReturns transactions that have not settled yet, newest first.
Action
Refund a TransactionRefunds a settled credit card transaction, in full or in part.
Action
Update a SubscriptionChanges a subscription's name, amount, number of payments, card or billing address. Fields left blank keep their current values.
Action
Update Customer Payment ProfileReplaces a saved payment profile's card and billing address. Fields left blank are cleared.
Action
Update Customer ProfileUpdates a customer profile's ID, description or email. Fields left blank are cleared.
Action
Update Customer Shipping AddressReplaces a shipping address on a customer profile. Fields left blank are cleared.
Action
Void a TransactionCancels an unsettled transaction so it is never submitted for settlement.
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
Authorize.net and Follow Up Boss, answered
What can start an automation from Authorize.net?
Any of Authorize.net's 1 trigger in the catalog, including New Transaction. 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 Authorize.net?
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 Authorize.net?
Yes. When something happens in Follow Up Boss, your agent can act in Authorize.net too. This page covers both directions: Follow Up Boss's triggers and Authorize.net's actions are listed here as well.
Do I have to build a connector for Authorize.net 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 Authorize.net 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.