Connect Follow Up Boss to GoodAPI: Plant Trees

Both apps 49Follow Up Boss 37GoodAPI: Plant Trees 12

• 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 charity donation

  Makes a charitable donation to a vetted nonprofit, identified by its EIN or nonprofit id. Returns the recorded donation with its id and amount.

• Action
  Find charities

  Searches the charity directory and returns the matching organizations. Search by all or part of a charity's name, or by its EIN for one exact organization; with neither, it returns a general list of charities.

• Action
  Get dashboard link

  Returns the web address of your public impact dashboard, showing the trees planted and plastic rescued on your account. Share the link or embed it in your own site.

• Action
  Get planting evidence

  Returns the verified planting evidence for your whole account: a summary of trees planted, carbon offset and area restored, plus the planting regions with their photo and video evidence.

• Action
  Get tree evidence

  Returns the proof for one planted tree: where and when it was registered, funded, allocated and planted, together with location, planting crew and photo evidence.

• Action
  List planted trees

  Returns every tree planting on your account, along with your running totals for all time and for the current month.

• Action
  List rescued bottles

  Returns the ocean-bound plastic bottle rescues registered on your account, with the running totals, optionally narrowed to one rescue, an attribution label or a date range.

• Action
  Plant Trees

  Plants the number of trees you ask for and returns confirmation of the planting, including the running totals for your account.

• Action
  Refund charity donation

  Marks a charity donation as refunded. Donations can normally only be refunded within the current billing cycle.

• Action
  Refund plastic bottle rescue

  Refunds a previous plastic bottle rescue and returns the refund record along with your remaining rescued bottle total.

• Action
  Refund tree registration

  Refunds a tree planting you previously made, and returns the refund along with your updated tree total.

• Action
  Rescue plastic bottles

  Rescues the number of ocean-bound plastic bottles you ask for and returns confirmation of the rescue, including the running totals for your account.

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