Connect Beehiiv and Follow Up Boss

Both apps 88Beehiiv 51Follow Up Boss 37

• Trigger
  List automations

  poll for automations; new automations surface over time (trigger).

• Trigger
  List newsletter lists

  poll newsletter lists; new lists surface over time (trigger).

• Trigger
  List polls

  poll for polls; new polls surface over time (trigger).

• Trigger
  List segment subscriber IDs

  poll subscriber IDs in a segment; new IDs surface over time (trigger).

• Trigger
  List segment subscribers

  poll subscribers in a segment; new members surface over time (trigger).

• Trigger
  List tiers

  poll subscription tiers; new tiers surface over time (trigger).

• Trigger
  New subscriber to publication

  Polls Beehiiv and emits each new subscriber to the specified publication. Lists subscriptions newest-first; dedup by subscription id.

• Trigger
  New unsubscriber to publication

  Polls Beehiiv and emits each new unsubscriber (inactive subscription) to the specified publication. Dedup by subscription id.

• Action
  Add subscription tag

  add a tag to a subscription.

• Action
  Bulk create subscription

  create multiple subscriptions in a single bulk request.

• Action
  Create custom field

  create a new custom field.

• Action
  Create newsletter list

  create a new newsletter list.

• Action
  Create segment

  create a new segment.

• Action
  Create subscription

  Creates a new subscriber on a publication. Sets email plus optional custom fields, UTM attribution, and referral source.

• Action
  Delete custom field

  delete a custom field.

• Action
  Delete newsletter list

  delete a newsletter list.

• Action
  Delete segment

  delete a segment.

• Action
  Delete subscription

  Remove a subscriber from a publication.

• Action
  Get aggregate stats

  get aggregate statistics across posts.

• Action
  Get author

  get details for a specific author.

• Action
  Get custom field

  get details for a specific custom field.

• Action
  Get newsletter list

  get details for a specific newsletter list.

• Action
  Get newsletter list subscription

  get details for a newsletter list subscription.

• Action
  Get post

  Retrieve a single post by ID. Returns content, stats, and publish status.

• Action
  Get post templates

  get available post templates for a publication.

• Action
  Get publication

  get details for a specific publication.

• Action
  Get publication engagements

  get aggregate engagement stats for a publication.

• Action
  Get publications by subscription email

  get publications associated with a subscriber email.

• Action
  Get referral program

  get referral program details for a publication.

• Action
  Get segment

  get details for a specific segment.

• Action
  Get subscription by email

  Retrieve a single subscription by email address. Returns the subscriber's status, tier, and custom fields.

• Action
  Get subscription by ID

  get details for a subscription by its ID.

• Action
  Get subscription update

  get a specific bulk subscription update record.

• Action
  Identify user

  get current OAuth user info.

• Action
  Identify workspace

  get current workspace info.

• Action
  List authors

  list all authors for a publication.

• Action
  List complimentary access

  list free access grants for a publication.

• Action
  List condition sets

  list all condition sets for a publication.

• Action
  List custom fields

  List a publication's subscriber custom fields. Returns field names and types for mapping.

• Action
  List posts

  List posts for a publication. Returns posts with status, audience, and publish metadata.

• Action
  List publications

  List the publications on the account. Returns each publication's id, name, and settings — the entry point for resolving a publication id.

• Action
  List segments

  List segments for a publication. Returns segment ids, names, and types for audience targeting.

• Action
  List subscriptions

  List subscriptions for a publication. Returns subscribers with status, tier, and custom fields, supports filtering/pagination.

• Action
  List subscription updates

  list bulk subscription update records.

• Action
  Recalculate segment

  recalculate segment membership.

• Action
  Update a tier

  update an existing tier.

• Action
  Update custom field

  update an existing custom field.

• Action
  Update subscription by email

  Update an existing subscriber identified by email. Changes tier, status, or custom fields.

• Action
  Update subscription by ID

  update a subscription by its ID.

• Action
  Update subscriptions

  update multiple subscriptions at once.

• Action
  Update subscriptions' status

  bulk update subscription status.

• 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.