--- title: "Connect Avaza and Follow Up Boss - APIANT.ai" description: "When \"Company Updated\" fires in Avaza, your agent runs \"Add Tags to a Contact\" in Follow Up Boss." canonical: "https://apiant.ai/connect/avaza-to-follow-up-boss" --- # Connect Avaza and Follow Up Boss When **Company Updated** fires in [Avaza](https://apiant.ai/connections/avaza), your agent runs **Add Tags to a Contact** in [Follow Up Boss](https://apiant.ai/connections/follow-up-boss), or **Deal Stage Updated** in Follow Up Boss to **Create Contact** in Avaza. Describe the whole flow and it is built, tested on every scenario and kept running. Avaza **25** triggers Avaza **47** actions Follow Up Boss **8** triggers Follow Up Boss **29** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Avaza and Follow Up Boss to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) ### 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)](https://apiant.ai/docs/mcp) Example flows ## What Avaza and Follow Up Boss can do together ### From Avaza to Follow Up Boss - When **Company Updated** in Avaza then **Add Tags to a Contact** in Follow Up Boss - When **Contact Updated** in Avaza then **Create Contact Without Triggering Action Plans** in Follow Up Boss ### From Follow Up Boss to Avaza - When **Deal Stage Updated** in Follow Up Boss then **Create Contact** in Avaza - When **New Appointment** in Follow Up Boss then **Create Invoice** in Avaza 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 Avaza and Follow Up Boss ## Triggers and actions 33 triggers · 76 actions - Trigger **Company Updated** Triggers when a company is updated in Avaza, delivering a snapshot of the company. - Trigger **Contact Updated** Triggers when a contact is updated in Avaza. - Trigger **Estimate Deleted** Triggers when an estimate (quote) is deleted in Avaza. - Trigger **Estimate Updated** Triggers when an estimate (quote) is updated in Avaza. - Trigger **Expense Deleted** Triggers when an expense is deleted in Avaza. - Trigger **Expense Updated** Triggers when an expense is updated in Avaza. - Trigger **Invoice Sent** Triggers when an invoice is sent (or marked as sent) in Avaza. - Trigger **Invoice Update** Triggers when an invoice is updated in Avaza. - Trigger **New Bill Created** Triggers when a new supplier bill is created in Avaza. - Trigger **New Company** Triggers when a new company is created in Avaza. - Trigger **New Contact** Triggers when a new contact is created in Avaza. - Trigger **New Estimate Created** Triggers when a new estimate (quote) is created in Avaza. - Trigger **New Expense Created** Triggers when a new expense is created in Avaza. - Trigger **New Invoice Created** Triggers when a new invoice is created in Avaza. - Trigger **New Project** Triggers when a new project is created in Avaza. - Trigger **New Schedule Series Created** Triggers when a schedule series (a project booking or leave) is created in Avaza. - Trigger **New Task Created** Triggers when a new task is created in Avaza. - Trigger **New Timesheet Entry** Triggers when a timesheet entry is created in Avaza. - Trigger **Project Updated** Triggers when a project is updated in Avaza. - Trigger **Schedule Series Deleted** Triggers when a schedule booking or leave series is deleted in Avaza. - Trigger **Schedule Series Updated** Triggers when a schedule series (a project booking or leave) is updated in Avaza. - Trigger **Task Deleted** Triggers when a task is deleted in Avaza. - Trigger **Task Updated** Triggers when a task is updated in Avaza. - Trigger **Timesheet Entry Deleted** Triggers when a timesheet entry is deleted in Avaza. - Trigger **Timesheet Entry Updated** Triggers when a timesheet entry is updated in Avaza. - Action **Create Bill** Creates a new draft supplier bill in Avaza, optionally creating the supplier company and contact if no match is found. - Action **Create Bill Payment** Records a payment made to a supplier, optionally allocating it against one or more bills. - Action **Create Company** Creates a new customer company in Avaza with billing address, contact details and custom field values. - Action **Create Contact** Creates a new contact in Avaza, optionally linked to an existing or new company. - Action **Create Estimate / Quote** Creates a new draft estimate (quote) for a customer, optionally creating the customer company and contact if no match is found. - Action **Create Expense** Creates a new expense entry in Avaza for a user, with a date, amount and expense category, optionally linked to a customer, project or task. - Action **Create Invoice** Creates a new draft invoice for a customer company, with line items. Can create the customer company and contact if no matching company is found. - Action **Create Invoice Payment** Records a customer payment in Avaza, optionally allocating it against one or more invoices. - Action **Create Project** Creates a new project in Avaza under an existing customer company, or under a new company created from the name you give. - Action **Create Schedule Booking** Creates a project work schedule booking for a user over a date range, with hours per day or a total duration. - Action **Create Section** Creates a new section (task group) within an Avaza project. - Action **Create Task** Creates a new task in an Avaza project section, optionally assigning users, dates, priority, effort, tags and custom field values. - Action **Create Timesheet Entry** Creates a timesheet entry in an Avaza project, or starts a timer when no duration is given. - Action **Delete Estimate** Deletes an estimate (quote) in Avaza. Estimates converted to an invoice cannot be deleted. - Action **Delete Schedule or Leave Series** Deletes a schedule booking or leave series, along with all of its daily schedule assignments. - Action **Delete Section** Deletes a section (task group) from a project. Sections that still contain tasks cannot be deleted. - Action **Delete Task** Deletes a task, along with its subtasks and comments, from an Avaza project. - Action **Delete Timesheet** Deletes a timesheet entry in Avaza by its Timesheet Entry ID. - Action **Get Bill** Returns a single supplier bill by its ID, including line items, supplier and recipient address details, amounts, status and web links. - Action **Get Contact** Returns a single external contact by its Contact ID, including company, contact details, roles and custom field values. - Action **Get Estimate** Returns a single estimate (quote) by its ID, including line items, status, amounts, issuer/recipient details and web links. - Action **Get Project** Returns a project's full details, including its sections, team members, tags and custom field values. - Action **Lookup Company** Finds companies in Avaza whose name matches the search text and returns their IDs and names. - Action **Lookup Expense Category** Finds an expense category in your Avaza account by its name and returns its id and unit price settings. - Action **Lookup Project** Finds active projects by title, project code, or customer company and returns their ids, codes and titles. - Action **Lookup Project Timesheet Category** Looks up the timesheet categories assigned to a project, optionally matching one by name. - Action **Lookup Task** Returns a task by its ID, including project, section, assignees, dates, status, priority, tags, time tracking and custom field values. - Action **Lookup User** Finds Avaza users (team members and customer contacts) by email address, with optional filters for role, tag and company. Returns the first match and the full list of matches. - Action **Mark Invoice as Sent** Flags a draft invoice as Sent without emailing it to the customer. - Action **Reterive Task Comments** Returns the comments and discussion messages on an Avaza task, including replies, attachments and system messages. - Action **Search Expenses** Returns expense entries matching a search on merchant or category name, with optional filters for date range, user, customer, project, chargeable/invoiced status and approval status. - Action **Search Invoice** Searches invoices by status, customer company, issue date, due date or last-updated date, and returns the matching invoices with their line items. - Action **Search Project** Searches projects by title, company, category, owner, status, billing or budget type, tags and dates, and returns the matching projects. - Action **Search Task** Searches tasks, filtering by project, section parent, status, priority, due date range, assigned user, completion state and last-updated date. - Action **Search Timesheets** Searches timesheet entries, filtered by date range, user, project, customer, task, category, billable/invoiced and approval status. - Action **Stop Timer** Stops the running timer on an existing timesheet entry, adding the elapsed time to its duration. - Action **Update Company** Updates an existing Avaza company. Only the fields named in Fields To Update are changed. - Action **Update Contact** Updates an existing customer contact in Avaza — name, email, phone, mobile, position title, time zone, portal roles and custom field values. Only the fields you fill in are changed. - Action **Update Estimate** Updates an existing draft or sent estimate (quote) in Avaza, changing only the fields you list. Accepted, converted or void estimates cannot be updated. - Action **Update Expense** Updates an existing Avaza expense entry. Only the fields you list in Fields To Update are changed. - Action **Update Invoice** Updates an existing draft invoice in Avaza. Only the fields you list in Fields To Update are changed. - Action **Update Project** Updates an existing Avaza project. Only the fields named in Fields To Update are changed. - Action **Update Project Member** Updates a project member's rates, budget, or permissions on an Avaza project. Only the fields named in Fields To Update are changed. - Action **Update Project Timesheet Category** Updates a timesheet category's settings on a project, such as billable status, hourly rate, cost rate and budget hours. - Action **Update Schedule Booking** Updates an existing project work schedule booking in Avaza, such as its user, project, dates or hours. - Action **Update Task** Updates an existing Avaza task. Only the fields you fill in are changed; blank fields keep their current values. - Action **Update Timesheet Entry** Updates an existing timesheet entry in Avaza, changing only the fields you list as fields to update. - Trigger **Deal Stage Updated** Triggers when a deal in Follow Up Boss is updated, including when it moves to a new pipeline stage. - Trigger **New Appointment** Triggers when a new appointment is created in Follow Up Boss. - Trigger **New Contact** Triggers when a new contact is added in Follow Up Boss. - Trigger **New Deal** Triggers when a new deal is created in Follow Up Boss. - Trigger **New task** Triggers when a new task is created in Follow Up Boss, optionally limited to a person, assignee, type or due range. - Trigger **Person Stage Updated** Triggers when a contact (person) in Follow Up Boss moves to a different stage. - Trigger **Tag Added to Contact** Triggers when one or more tags are added to a contact in Follow Up Boss. - Trigger **Updated Contact** Triggers when a contact is added or updated in Follow Up Boss. - Action **Add appointment** Creates an appointment in Follow Up Boss, optionally inviting users and contacts. - Action **Add Collaborators** Sets the collaborating users on a Follow Up Boss contact. - Action **Add Tags to a Contact** Adds one or more tags to a Follow Up Boss contact, keeping the tags the contact already has. - Action **Apply an Action Plan to a Contact** Applies an existing action plan to a Follow Up Boss contact. - Action **Change Stage of a Contact** Moves a contact (person) in Follow Up Boss to a different stage. - Action **Create Contact Without Triggering Action Plans** Creates a contact (person) in Follow Up Boss directly, without running lead-flow automations, agent notifications or action plans. - Action **Create Deal** Creates a deal in Follow Up Boss in the chosen pipeline stage, optionally linked to contacts and agents. - Action **Create Note** Adds a note to a contact (person) in Follow Up Boss. - Action **Create Task** Creates a task on a Follow Up Boss contact, optionally assigned to an agent with a due date and reminder. - Action **Delete contact** Deletes a contact (person) from Follow Up Boss by its id. - Action **Find a Contact** Searches Follow Up Boss contacts by email, phone, name, stage, tags and other criteria, and returns the matching people. - Action **Get Action Plan Assignment** Returns one action plan assignment — which action plan is applied to which contact, and its status. - Action **Get Appointment** Returns a single Follow Up Boss appointment by its ID. - Action **Get Call** Returns a single call logged in Follow Up Boss, looked up by its ID. - Action **Get contact** Returns a Follow Up Boss contact (person) by ID, including custom fields. - Action **Get deal** Returns a single deal by its id, including its pipeline, stage, price, linked people and users, and any deal custom fields. - Action **Get Note** Returns a single note by its id, including its subject, body and the contact it belongs to. - Action **List Action Plan Assignments** Returns the action plans applied to a contact, or the contacts on an action plan. - Action **List tasks** Returns a list of tasks in Follow Up Boss, optionally filtered by contact, assigned agent, name, type, completion status or due date. - Action **List users** Returns the users (agents, brokers, lenders) in the Follow Up Boss account, optionally filtered by role, name or email. - Action **Log Call** Logs a phone call on a Follow Up Boss contact, with its outcome, note and duration. - Action **Pause an Action Plan for a Contact** Pauses an action plan that is running for a contact, so its remaining steps stop until it is resumed. - Action **Reassign Agent** Reassigns a Follow Up Boss contact to a different agent, by user id or agent name. - Action **Send Inquiry or Website Event** Sends 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 appointment** Updates an existing appointment in Follow Up Boss, such as its time, title, invitees, type or outcome. - Action **Update Contact** Updates an existing contact (person) in Follow Up Boss, including names, emails, phones, tags, stage, assignment and custom fields. - Action **Update deal** Updates an existing deal in Follow Up Boss, including its stage, people, agents, price, dates and custom field values. - Action **Update note** Edits an existing note's subject, content, or associated contact in Follow Up Boss. - Action **Update task** Updates an existing task in Follow Up Boss, such as its name, type, assignee, related contact or completion status. ## Each app on its own - [ **Avaza** Avaza is a versatile software for client-focused businesses.](https://apiant.ai/connections/avaza) - [ **Follow Up Boss** Simple lead management software for real estate agents and brokers.](https://apiant.ai/connections/follow-up-boss) Reviews ## What our customers say ## More from Avaza - [ **Avaza to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/avaza-to-hubspot) - [ **Avaza to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/avaza-to-salesforce) - [ **Avaza to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/avaza-to-slack) - [ **Avaza to Google Sheets** Google Sheets](https://apiant.ai/connect/avaza-to-google-sheets) - [ **Avaza to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/avaza-to-gmail) - [ **Avaza to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/avaza-to-google-calendar) ## More into Follow Up Boss - [ **ActiveCampaign to Follow Up Boss** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-follow-up-boss) - [ **Airtable to Follow Up Boss** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-follow-up-boss) - [ **Asana to Follow Up Boss** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-follow-up-boss) - [ **ClickUp to Follow Up Boss** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-follow-up-boss) - [ **Discord to Follow Up Boss** Discord is an all-in-one voice and text chat for gamers.](https://apiant.ai/connect/discord-to-follow-up-boss) - [ **Brevo to Follow Up Boss** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-follow-up-boss) Questions ## Avaza and Follow Up Boss, answered ### ### What can start an automation from Avaza? Any of Avaza's 25 triggers in the catalog, including Company Updated, Contact Updated, Estimate Updated and Expense Updated. 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 Avaza? 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 Avaza? Yes. When something happens in Follow Up Boss, your agent can act in Avaza too. This page covers both directions: Follow Up Boss's triggers and Avaza's actions are listed here as well. ### ### Do I have to build a connector for Avaza 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 Avaza 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.