Connect Follow Up Boss and Jira Software Cloud

Both apps 58Follow Up Boss 37Jira Software Cloud 21

• 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.

• Trigger
  Issue Status Changed

  Triggered when an issue's status changes

• Trigger
  New Issue

  Triggered when a new issue is created in Jira.

• Trigger
  New Issue (Via JQL)

  Triggered when a new issue matching your JQL query is created.

• Trigger
  Updated Issue

  Triggered when an issue is created or updated.

• Action
  Add Attachment to Issue

  Uploads a file (fetched from a URL) and attaches it to a Jira issue.

• Action
  Add Comment to Issue

  Adds a new comment to an issue.

• Action
  Add or Edit Form on Issue

  Adds a form from a template to a Jira issue, or edits a form already on the issue, and optionally saves answers to it. Returns the resulting form.

• Action
  Add Watcher to Issue

  Adds a user as a watcher of a Jira issue.

• Action
  Add Work Log to Issue

  Logs time spent on a Jira issue as a new work log entry. Time tracking must be enabled on the Jira site.

• Action
  Create Issue

  Creates a new issue.

• Action
  Delete Form

  Deletes a form from a Jira issue.

• Action
  Find Issue

  Returns the issues in a project whose summary matches the specified text, newest first.

• Action
  Find Issue by Key

  Finds a Jira issue by its key (for example PROJ-123) or ID and returns its details, including custom field values.

• Action
  Find Issues by Filter

  Returns the issues matched by a saved Jira filter.

• Action
  Find Issues (Via JQL)

  Returns the Jira issues that match a JQL query.

• Action
  Find Project

  Returns up to 50 Jira projects whose key or name contains the search text.

• Action
  Find User

  Returns active Jira users whose display name or email address matches the search text, or whose account ID or user property matches.

• Action
  Get Attachment Content

  Downloads the file content of a Jira issue attachment.

• Action
  Link Issues

  Links two Jira issues with a link type such as Blocks, Duplicate or Relates, optionally adding a comment to the outward issue.

• Action
  List Issue Forms

  Returns the forms attached to a Jira issue.

• Action
  Update Issue

  Updates an existing issue.

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