Connect Follow Up Boss to Frase

Both apps 53Follow Up Boss 37Frase 16

• 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
  Add brief

  Creates a Frase content brief from a completed research session. The brief is created with a pending status and its outline is generated in the background; if a brief already exists for the research session, that brief is returned instead.

• Action
  Add topic cluster

  Creates a topic cluster in Frase, either org-wide or scoped to one of your sites.

• Action
  Add tracked prompt

  Add a new prompt for Frase to track for AI visibility across AI answer engines.

• Action
  Analyze SERP

  Analyzes the Google search results for a keyword, returning organic results, the AI Overview and its sources, People Also Ask questions, and related searches.

• Action
  Delete content

  Moves a content article to the trash in Frase (soft delete). Trashed content can be restored later.

• Action
  Generate content

  Starts generating an article from an existing Frase brief. Generation runs in the background; the returned content id can be used to check its progress.

• Action
  Get audit

  Retrieve a site audit's details and summary, optionally including the audited pages.

• Action
  Get brief

  Retrieve a Frase brief by its ID, including its outline sections.

• Action
  Get content

  Retrieve a specific Frase content article by its ID, including its body, metadata, and SEO/GEO/E-E-A-T scores.

• Action
  Get research

  Retrieve a specific Frase research session by its ID, including its status, summary, findings, sources and type-specific research data.

• Action
  List sites

  Lists the websites associated with your Frase organization.

• Action
  List topic clusters

  Lists the organization's topic clusters, optionally limited to one site.

• Action
  Start audit

  Start a new site audit on one of your Frase sites.

• Action
  Start research

  Start AI-powered research on a topic in Frase. Research runs asynchronously; the returned research id can be used to check progress and read the results.

• Action
  Update brief

  Update a Frase brief's metadata (topic, keywords, content type, intent, word count, tone, audience, guardrails) and/or replace its outline.

• Action
  Update content

  Updates a Frase content article's title, body, status, SEO metadata, or target keywords. Fields left blank are not changed.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.