--- title: "Connect Busybusy and Follow Up Boss - APIANT.ai" description: "When \"Certifications: Certification Updated\" fires in Busybusy, your agent runs \"Add Tags to a Contact\" in Follow Up Boss." canonical: "https://apiant.ai/connect/busybusy-to-follow-up-boss" --- # Connect Busybusy and Follow Up Boss When **Certifications: Certification Updated** fires in [Busybusy](https://apiant.ai/connections/busybusy), 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 Project** in Busybusy. Describe the whole flow and it is built, tested on every scenario and kept running. Busybusy **6** triggers Busybusy **27** 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 Busybusy 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 Busybusy and Follow Up Boss can do together ### From Busybusy to Follow Up Boss - When **Certifications: Certification Updated** in Busybusy then **Add Tags to a Contact** in Follow Up Boss - When **Certifications: New Certification Created** in Busybusy then **Create Contact Without Triggering Action Plans** in Follow Up Boss ### From Follow Up Boss to Busybusy - When **Deal Stage Updated** in Follow Up Boss then **Create Project** in Busybusy - When **New Appointment** in Follow Up Boss then **Create Break Entry** in Busybusy 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 Busybusy and Follow Up Boss ## Triggers and actions 14 triggers · 56 actions - Trigger **Certifications: Certification Updated** Triggers when a certification is created or updated in Busybusy. - Trigger **Certifications: New Certification Created** Triggers when a new certification type is created in Busybusy. - Trigger **Employee Created** Triggers when a new employee (member) is added to your busybusy organization. - Trigger **Employee Updated** Triggers when an employee in busybusy is created or changed. - Trigger **Project Created** Triggers when a new project is created in busybusy. - Trigger **Project Updated** Triggers when a project or subproject is created or changed in Busybusy, including when it is unarchived. - Action **Archive Employee** Archives an employee (member) in busybusy by setting their archived date. - Action **Archive Project** Archives a project in Busybusy by setting its archived date. - Action **Certifications: Create Certification** Creates a certification type in your Busybusy organization that employees can later be certified against. - Action **Certifications: Create Employee Certification** Records that an employee holds a certification, with its issue, renewal and expiry dates. - Action **Certifications: Delete Certification** Deletes a certification from your Busybusy organization by marking it deleted. - Action **Certifications: Renew Employee Certification** Renews an employee's certification record in busybusy by setting a new renewal date and, optionally, a new expiration date. - Action **Certifications: Search Certifications** Searches certifications in Busybusy by name, ID or date filters and returns the matching certifications. - Action **Certifications: Update Certification** Updates an existing certification's name, description, renewal period or documentation settings. - Action **Certifications: Update Employee Certification** Updates an employee's certification record in busybusy, such as its issue, renewal or expiration date or the employee it belongs to. - Action **Create Break Entry** Creates a break on an existing busybusy time entry, with its start time and optional end time. - Action **Create Budget** Creates a cost budget for a busybusy project, optionally scoped to a cost code or piece of equipment. - Action **Create Cost Code Group** Creates a cost code group in busybusy for organizing cost codes. - Action **Create Employee** Creates a new employee (member) in your busybusy organization. - Action **Create Equipment** Creates a piece of equipment in busybusy with its name, model, serial number and tracking options. - Action **Create Project** Creates a new project in busybusy. - Action **Create Time Entry** Creates a time entry (clock-in record) for an employee in busybusy, optionally against a project, cost code and equipment. - Action **Search Break Entries** Returns the break entries that match the filters you supply, such as a time entry, start time or paid status. - Action **Search Employee (Single)** Finds a single employee by ID and returns the first matching employee record. - Action **Search Employees (Multiple)** Returns the employees that match the filters you supply, such as name, username, employee number or group. - Action **Search Projects (Multiple)** Returns all projects matching the given title, parent project, ID or dates. - Action **Unarchive Cost Code** Restores an archived cost code so it is active again. - Action **Unarchive Employee** Restores an archived employee in busybusy so they are active again. - Action **Unarchive Project** Restores an archived project in Busybusy so it is active again. - Action **Update Cost Code** Updates an existing cost code's title, code, unit, group, insurance classes or custom fields. - Action **Update Employee** Updates an existing busybusy employee's name, username, contact details, position, employee number or group. - Action **Update Equipment** Updates an existing piece of equipment in busybusy, changing only the details you fill in. - Action **Update Project** Updates an existing project's name, parent project, or archive date in busybusy. - 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 - [ **Busybusy** Busybusy is the perfect time tracking & job costing app built BY construction companies FOR construction...](https://apiant.ai/connections/busybusy) - [ **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 Busybusy - [ **Busybusy to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/busybusy-to-hubspot) - [ **Busybusy to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/busybusy-to-salesforce) - [ **Busybusy to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/busybusy-to-slack) - [ **Busybusy to Google Sheets** Google Sheets](https://apiant.ai/connect/busybusy-to-google-sheets) - [ **Busybusy to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/busybusy-to-gmail) - [ **Busybusy to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/busybusy-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 ## Busybusy and Follow Up Boss, answered ### ### What can start an automation from Busybusy? Any of Busybusy's 6 triggers in the catalog, including Certifications: Certification Updated, Certifications: New Certification Created, Employee Created and Employee 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 Busybusy? 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 Busybusy? Yes. When something happens in Follow Up Boss, your agent can act in Busybusy too. This page covers both directions: Follow Up Boss's triggers and Busybusy's actions are listed here as well. ### ### Do I have to build a connector for Busybusy 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 Busybusy 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.