Connect Commerce Tools and Follow Up Boss

Both apps 60Commerce Tools 23Follow Up Boss 37

• Trigger
  New customer

  Triggers when a new customer is created in your commercetools project.

• Trigger
  New order

  Triggers when a new order is created in the commercetools project.

• Action
  Add cart

  Creates a new shopping cart in your commercetools project, optionally with line items, customer, addresses and discount codes.

• Action
  Add category

  Creates a category in your commercetools project for organizing products.

• Action
  Add customer

  Creates a customer in your commercetools project and returns the new customer record.

• Action
  Add order from cart

  Creates an order from an existing cart, optionally setting its order number and initial order, payment and shipment states.

• Action
  Add product

  Creates a product in your commercetools project with its product type, name, slug and optional variants, prices, categories and attributes.

• Action
  Delete customer

  Deletes a customer, optionally erasing all of their related personal data. Returns the deleted customer.

• Action
  Delete product

  Deletes a product from the catalog and returns the product as it was when deleted.

• Action
  Find categories

  Finds categories in your commercetools project that match a filter, such as a key, slug or name.

• Action
  Find customers

  Finds customers matching a filter condition, such as an email address or last name.

• Action
  Find inventory entries

  Returns the inventory entries (stock quantities per SKU and supply channel) that match a filter.

• Action
  Find orders

  Finds orders in the commercetools project that match a filter condition.

• Action
  Find products

  Finds products in your commercetools project that match a filter condition, such as a product key or name.

• Action
  Get cart

  Returns a cart by its id, including its line items, totals, addresses and state.

• Action
  Get customer

  Returns a single customer by its id, including addresses and custom fields.

• Action
  Get order

  Returns an order by its id, including line items, totals, state and custom fields.

• Action
  Get product

  Returns a product by its id, including its current and staged data, variants and prices.

• Action
  Update cart

  Updates a cart by applying one or more update actions, such as adding line items or setting the shipping address, and returns the updated cart.

• Action
  Update customer

  Applies one or more update actions to an existing customer, such as changing their email, name or addresses, and returns the updated customer.

• Action
  Update inventory entry

  Updates an inventory entry, for example adding, removing or setting its stock quantity, and returns the updated entry.

• Action
  Update order

  Updates an order by applying one or more update actions, such as changing its order, shipment or payment state.

• Action
  Update product

  Updates a product by applying one or more update actions, and returns the updated product.

• 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.