Connect awork and Follow Up Boss

Both apps 66awork 29Follow Up Boss 37

• Trigger
  New Client

  Fires when a new company/client is created in awork. Poll/webhook on companies resource creation event.

• Trigger
  New Project

  Triggers when a new project is created.

• Trigger
  New Task

  Triggers when a new task is created. The trigger only fires for tasks with a project assigned, not for private tasks.

• Trigger
  New Time Entry

  Triggers when a new time entry is created.

• Trigger
  Updated Client

  Fires when an existing company/client is updated in awork. Poll/webhook on companies resource update event.

• Trigger
  Updated Project

  Fires when a project is updated in the awork workspace.

• Trigger
  Updated Task

  Triggers when a task is updated. The trigger only fires for tasks with a project assigned, not for private tasks.

• Trigger
  Updated Time Entry

  Triggers when a time entry is updated.

• Action
  Create Client

  Creates a client (company) in awork and returns the created company.

• Action
  Create Project

  Creates a new project.

• Action
  Create Project Task

  Creates a task in an awork project.

• Action
  Create Time Entry

  Creates a time entry for a user, optionally against a project/task, using startDateUtc+duration or startDateUtc+endDateUtc.

• Action
  Delete Client

  Deletes a client (company) in awork, optionally moving, detaching or deleting its linked projects and tasks.

• Action
  Delete Project

  Deletes an awork project and its tasks, optionally deleting its time entries too.

• Action
  Delete Project Task

  Deletes an awork task by id.

• Action
  Delete Time Entry

  Deletes a time entry in awork.

• Action
  Find Project Tasks by criteria

  Returns up to 100 tasks of a project that match the specified filter criteria.

• Action
  Find Time Entries by criteria

  Returns up to 100 time entries in the workspace that match the specified filter criteria.

• Action
  Get Client by ID

  Finds a client by id

• Action
  Get Project by ID

  Finds a project by id

• Action
  Get Task by ID

  Returns a single awork task (project or private task) by its id, including status, assignees, project, tags, lists and custom field values.

• Action
  Get Time Entry

  Returns a single awork time entry by its id, including its task, project, user, type of work and breaks.

• Action
  Search Clients

  Returns up to 100 clients (companies) whose name contains the specified text.

• Action
  Search Projects

  Returns up to 100 projects whose name contains the specified text, optionally narrowed by an additional filter.

• Action
  Search Users by Email

  Returns the awork users whose contact information includes the specified email address.

• Action
  Update Client

  Updates an existing client (company) by ID. Fields left blank keep their current values.

• Action
  Update Project

  Updates fields (name, status, workflow, etc) on an existing awork project.

• Action
  Update Project Task

  Updates fields (name, status, assignee, due date, etc) on an existing awork task.

• Action
  Update Time Entry

  Updates an existing awork time entry: its times or duration, type of work, project, task, note and billing flags.

• 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.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.