--- title: "Connect Channels and Follow Up Boss - APIANT.ai" description: "When \"New Call Finished\" fires in Channels, your agent runs \"Log Call\" in Follow Up Boss." canonical: "https://apiant.ai/connect/channels-to-follow-up-boss" --- # Connect Channels and Follow Up Boss When **New Call Finished** fires in [Channels](https://apiant.ai/connections/channels), your agent runs **Log Call** in [Follow Up Boss](https://apiant.ai/connections/follow-up-boss), or **Deal Stage Updated** in Follow Up Boss to **Add note to contact** in Channels. Describe the whole flow and it is built, tested on every scenario and kept running. Channels **2** triggers Channels **9** 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 Channels 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 Channels and Follow Up Boss can do together ### From Channels to Follow Up Boss - When **New Call Finished** in Channels then **Log Call** in Follow Up Boss - When **New Voicemail Left **in Channels then **Add Tags to a Contact** in Follow Up Boss ### From Follow Up Boss to Channels - When **Deal Stage Updated** in Follow Up Boss then **Add note to contact** in Channels - When **New Appointment** in Follow Up Boss then **Create New Contact** in Channels 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 Channels and Follow Up Boss ## Triggers and actions 10 triggers · 38 actions - Trigger **New Call Finished** Triggers when a call is finished. - Trigger **New Voicemail Left** - Action **Add note to contact** Add a note to a contact's history. - Action **Add number to do-not-call list** Block a phone number by adding it to the Do Not Call list. - Action **Create New Contact** Creates a new Contact in your Channels account. - Action **Delete contact** Delete a contact by id. - Action **Delete number from do-not-call list** Unblock a phone number by removing it from the Do Not Call list. - Action **Get account balance** Retrieve the account's current finance balance. - Action **Get contact** Retrieve a single contact by id. - Action **List contacts** List all contacts on the account. - Action **Update contact** Update an existing contact's fields. - 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 - [ **Channels** Channels is a data-driven phone system that lets you make and take calls directly in the browser.](https://apiant.ai/connections/channels) - [ **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 Channels - [ **Channels to Dappier** Dappier is a AI platform that provides access to real-time data models.](https://apiant.ai/connect/channels-to-dappier) - [ **Channels to Karlia** Karlia is the first CRM software to integrate your complete mailboxes with tracking, scheduled mailings...](https://apiant.ai/connect/channels-to-karlia) - [ **Channels to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/channels-to-hubspot) - [ **Channels to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/channels-to-salesforce) - [ **Channels to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/channels-to-slack) - [ **Channels to Google Sheets** Google Sheets](https://apiant.ai/connect/channels-to-google-sheets) ## 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 ## Channels and Follow Up Boss, answered ### ### What can start an automation from Channels? Any of Channels's 2 triggers in the catalog, including New Call Finished and New Voicemail Left. 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 Channels? 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 Channels? Yes. When something happens in Follow Up Boss, your agent can act in Channels too. This page covers both directions: Follow Up Boss's triggers and Channels's actions are listed here as well. ### ### Do I have to build a connector for Channels 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 Channels 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.