--- title: "Connect Ekklo and Follow Up Boss - APIANT.ai" description: "When \"New Prospect Created\" fires in Ekklo, your agent runs \"Add Tags to a Contact\" in Follow Up Boss." canonical: "https://apiant.ai/connect/ekklo-to-follow-up-boss" --- # Connect Ekklo and Follow Up Boss When **New Prospect Created** fires in [Ekklo](https://apiant.ai/connections/ekklo), 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 **Move Prospect to Stage** in Ekklo. Describe the whole flow and it is built, tested on every scenario and kept running. Ekklo **5** triggers Ekklo **14** 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 Ekklo 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 Ekklo and Follow Up Boss can do together ### From Ekklo to Follow Up Boss - When **New Prospect Created** in Ekklo then **Add Tags to a Contact** in Follow Up Boss - When **Prospect Stage Changed** in Ekklo then **Create Contact Without Triggering Action Plans** in Follow Up Boss ### From Follow Up Boss to Ekklo - When **Deal Stage Updated** in Follow Up Boss then **Move Prospect to Stage** in Ekklo - When **New Appointment** in Follow Up Boss then **Add Note to Prospect** in Ekklo 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 Ekklo and Follow Up Boss ## Triggers and actions 13 triggers · 43 actions - Trigger **New Prospect Created** Fires when a new prospect is created in Ekklo. Registers a prospect.created webhook subscription automatically. - Trigger **Prospect Converted to Client** Triggers when a prospect is converted into a paying client. - Trigger **Prospect Deleted** Triggers when a prospect is removed from your CRM. - Trigger **Prospect Stage Changed** Triggers when a prospect moves to a different funnel stage (first_contact, discovery, proposal, closing). - Trigger **Prospect Updated** Triggers when an existing prospect is modified (any field). - Action **Add Note to Prospect** Adds a free-form note to a prospect (useful for logging calls, emails, meetings). - Action **Block Client** Blocks a client. This action is idempotent. - Action **Convert Prospect to Client** Converts a prospect into a paying client and sends an invitation email. The prospect must have a first name, last name, and email. - Action **Create Client** Creates a new client and sends them an invitation email. - Action **Create Prospect** Creates a new prospect in your CRM funnel. - Action **Delete Prospect** Permanently deletes a prospect from your CRM. - Action **Find Client by Email** Finds a client by their exact email address. - Action **Find Clients** Finds clients with optional filters. - Action **Find Prospects** Finds prospects with optional filters (free-text search, stage). - Action **Move Prospect to Stage** Moves a prospect to a different funnel stage (first_contact, discovery, proposal, closing). - Action **Resend Invitation** Resends the invitation email to a client. - Action **Unblock Client** Unblocks a client. This action is idempotent. - Action **Update Client** Updates an existing client. Only provided fields are changed. - Action **Update Prospect** Updates an existing prospect. Only provided fields are changed. - 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 - [ **Ekklo** Ekklo is a coaching platform that helps fitness coaches manage their clients, send invitations, and automate...](https://apiant.ai/connections/ekklo) - [ **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 Ekklo - [ **Ekklo to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/ekklo-to-hubspot) - [ **Ekklo to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/ekklo-to-salesforce) - [ **Ekklo to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/ekklo-to-slack) - [ **Ekklo to Google Sheets** Google Sheets](https://apiant.ai/connect/ekklo-to-google-sheets) - [ **Ekklo to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/ekklo-to-gmail) - [ **Ekklo to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/ekklo-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 ## Ekklo and Follow Up Boss, answered ### ### What can start an automation from Ekklo? Any of Ekklo's 5 triggers in the catalog, including New Prospect Created, Prospect Stage Changed, Prospect Updated and Prospect Converted to Client. 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 Ekklo? 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 Ekklo? Yes. When something happens in Follow Up Boss, your agent can act in Ekklo too. This page covers both directions: Follow Up Boss's triggers and Ekklo's actions are listed here as well. ### ### Do I have to build a connector for Ekklo 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 Ekklo 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.