--- title: "Connect Follow Up Boss to Cloudprinter.com - APIANT.ai" description: "When \"Deal Stage Updated\" fires in Follow Up Boss, your agent runs \"Create Order\" in Cloudprinter.com." canonical: "https://apiant.ai/connect/follow-up-boss-to-cloudprinter-com" --- # Connect Follow Up Boss to Cloudprinter.com When **Deal Stage Updated** fires in [Follow Up Boss](https://apiant.ai/connections/follow-up-boss), your agent runs **Create Order** in [Cloudprinter.com](https://apiant.ai/connections/cloudprinter-com). Describe the whole flow and it is built, tested on every scenario and kept running. Follow Up Boss **8** triggers Follow Up Boss **29** actions Cloudprinter.com **11** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Follow Up Boss and Cloudprinter.com 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 Follow Up Boss can start in Cloudprinter.com - When **Deal Stage Updated** in Follow Up Boss then **Create Order** in Cloudprinter.com - When **New Appointment** in Follow Up Boss then **Request Order Quote** in Cloudprinter.com 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 Follow Up Boss and Cloudprinter.com ## Triggers and actions 8 triggers · 40 actions - 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. - Action **Cancel Order** Requests cancellation of a Cloudprinter order by your order reference. Only orders still in a cancellable state can be cancelled. - Action **Create Order** Creates a new print order in Cloudprinter with its delivery address, items, product options and print files. - Action **Find an Order** Finds an order by your own order reference and returns its state, delivery addresses and items. - Action **Find a Product** Finds products enabled on your Cloudprinter account whose name, reference or description contains the search text. - Action **Get order** Returns the details of a single order, including its state, addresses, items and files. - Action **Get product** Returns details of a single Cloudprinter product, including its available options and production specs. - Action **List orders** Returns all orders on your Cloudprinter account with each order's reference, order date and current state. - Action **List products** Returns all print products enabled for your Cloudprinter account, with category and starting price. - Action **List shipping countries** Returns the list of countries your Cloudprinter account can ship to, including whether each country requires a state on the delivery address. - Action **List shipping levels** Returns the shipping levels available on your Cloudprinter account, such as saver, ground and fast delivery. - Action **Request Order Quote** Returns a price quote for a list of print items shipped to a country, including product price, VAT and the available shipping options with their quote ids. ## Each app on its own - [ **Follow Up Boss** Simple lead management software for real estate agents and brokers.](https://apiant.ai/connections/follow-up-boss) - [ **Cloudprinter.com** This application is for sending any print job, data or content to Cloudprinter and printing it locally in...](https://apiant.ai/connections/cloudprinter-com) Reviews ## What our customers say ## More from Follow Up Boss - [ **Follow Up Boss to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/follow-up-boss-to-hubspot) - [ **Follow Up Boss to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/follow-up-boss-to-salesforce) - [ **Follow Up Boss to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/follow-up-boss-to-slack) - [ **Follow Up Boss to Google Sheets** Google Sheets](https://apiant.ai/connect/follow-up-boss-to-google-sheets) - [ **Follow Up Boss to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/follow-up-boss-to-gmail) - [ **Follow Up Boss to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/follow-up-boss-to-google-calendar) ## More into Cloudprinter.com - [ **HubSpot to Cloudprinter.com** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-cloudprinter-com) - [ **Salesforce to Cloudprinter.com** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-cloudprinter-com) - [ **Slack to Cloudprinter.com** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-cloudprinter-com) - [ **Google Sheets to Cloudprinter.com** Google Sheets](https://apiant.ai/connect/google-sheets-to-cloudprinter-com) - [ **Gmail to Cloudprinter.com** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-cloudprinter-com) - [ **Google Calendar to Cloudprinter.com** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-cloudprinter-com) Questions ## Follow Up Boss and Cloudprinter.com, answered ### ### What can start an automation from Follow Up Boss? Any of Follow Up Boss's 8 triggers in the catalog, including Deal Stage Updated, New Appointment, New Contact and New Deal. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Cloudprinter.com when something happens in Follow Up Boss? Any of Cloudprinter.com's 11 actions, including Create Order, Find an Order, Find a Product and Get order. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Cloudprinter.com to Follow Up Boss? Cloudprinter.com has no triggers in the catalog today, so automations start in Follow Up Boss. If you need the other direction, ask: your agent reads Cloudprinter.com's API documentation and adds it. ### ### Do I have to build a connector for Follow Up Boss or Cloudprinter.com? 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 Follow Up Boss and Cloudprinter.com 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.