--- title: "Connect Follow Up Boss to Frase - APIANT.ai" description: "When \"Deal Stage Updated\" fires in Follow Up Boss, your agent runs \"Add brief\" in Frase." canonical: "https://apiant.ai/connect/follow-up-boss-to-frase" --- # Connect Follow Up Boss to Frase When **Deal Stage Updated** fires in [Follow Up Boss](https://apiant.ai/connections/follow-up-boss), your agent runs **Add brief** in [Frase](https://apiant.ai/connections/frase). 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 Frase **16** 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 Frase 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 Frase - When **Deal Stage Updated** in Follow Up Boss then **Add brief** in Frase - When **New Appointment** in Follow Up Boss then **Add topic cluster** in Frase 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 Frase ## Triggers and actions 8 triggers · 45 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 **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. ## 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) - [ **Frase** SEO content platform that researches, drafts, optimizes, and publishes articles and tracks AI search...](https://apiant.ai/connections/frase) 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 Frase - [ **HubSpot to Frase** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-frase) - [ **Salesforce to Frase** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-frase) - [ **Slack to Frase** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-frase) - [ **Google Sheets to Frase** Google Sheets](https://apiant.ai/connect/google-sheets-to-frase) - [ **Gmail to Frase** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-frase) - [ **Google Calendar to Frase** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-frase) Questions ## Follow Up Boss and Frase, 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 Frase when something happens in Follow Up Boss? Any of Frase's 16 actions, including Update brief, Update content, Add brief and Add topic cluster. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Frase to Follow Up Boss? Frase has no triggers in the catalog today, so automations start in Follow Up Boss. If you need the other direction, ask: your agent reads Frase's API documentation and adds it. ### ### Do I have to build a connector for Follow Up Boss or Frase? 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 Frase 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.