Connect Follow Up Boss and LaunchDarkly

Both apps 87Follow Up Boss 37LaunchDarkly 50

• 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
  Access Token Event

  Triggers when access token activity happens on your LaunchDarkly account.

• Trigger
  Code Reference Repository Event

  Triggers when code reference repository activity happens on your LaunchDarkly account.

• Trigger
  Flag Event

  Triggers when flag activity happens on your LaunchDarkly account.

• Trigger
  Integration Event

  Triggers when integration activity happens on your LaunchDarkly account.

• Trigger
  Member Event

  Triggers when member activity happens on your LaunchDarkly account.

• Trigger
  Relay Proxy Configuration Event

  Triggers when relay proxy configuration activity happens on your LaunchDarkly account.

• Trigger
  Role Event

  Triggers when role activity happens on your LaunchDarkly account.

• Trigger
  Segment Event

  Triggers when segment activity happens on your LaunchDarkly account.

• Trigger
  Service Token Event

  Triggers when service token activity happens on your LaunchDarkly account.

• Trigger
  Team Event

  Triggers when team activity happens on your LaunchDarkly account.

• Trigger
  User Event

  Triggers when user activity happens on your LaunchDarkly account.

• Action
  Add or Remove User Targets From a Feature Flag

  Adds people to, or removes them from, the individual targeting list for one variation of a feature flag in a chosen environment.

• Action
  Create a feature flag

  Creates a new feature flag in a LaunchDarkly project, either a plain on/off flag or one with your own list of variations.

• Action
  Create a metric

  Creates a metric in a LaunchDarkly project so you can measure the effect of a flag or experiment - a custom event, a click, a page view, or a trace.

• Action
  Create an access token

  Creates a LaunchDarkly API access token with the access level you choose. The full token value is returned only on this call, so save it right away.

• Action
  Create an environment

  Adds a new environment to a LaunchDarkly project, so flags can be configured separately for it. Returns the environment's SDK keys.

• Action
  Create a project

  Creates a new LaunchDarkly project, optionally with its own environments and flag-naming rules.

• Action
  Create a segment

  Creates a segment in one environment of a LaunchDarkly project, so you can target a named group of people with your flags.

• Action
  Delete environment

  Deletes an environment from a LaunchDarkly project, along with all the flag settings it held.

• Action
  Delete feature flag

  Permanently deletes a feature flag from a LaunchDarkly project, in every environment.

• Action
  Delete metric

  Deletes a metric from a LaunchDarkly project.

• Action
  Delete project

  Deletes a LaunchDarkly project and everything inside it - all of its environments, flags and segments.

• Action
  Delete segment

  Deletes a segment from one environment of a LaunchDarkly project.

• Action
  Evaluate a Feature Flag

  Works out which variation of each feature flag a particular person (or other context) would be served in one environment, and why.

• Action
  Get access token

  Returns one LaunchDarkly access token by its id, including its name, role, and when it was last used.

• Action
  Get custom role

  Returns one LaunchDarkly custom role by its key, including its name, description, and policy statements.

• Action
  Get environment

  Returns one environment in a LaunchDarkly project, including its keys, colour, and default flag settings.

• Action
  Get feature flag

  Returns one feature flag in a LaunchDarkly project, including its variations, tags, and per-environment settings.

• Action
  Get metric

  Returns one metric in a LaunchDarkly project, including how it is measured and which events it counts.

• Action
  Get project

  Returns one LaunchDarkly project by its key, including its name, tags, and default settings.

• Action
  Get segment

  Returns one segment in a LaunchDarkly project environment, including its included and excluded contexts and its rules.

• Action
  Get team

  Returns one LaunchDarkly team by its key, including its name, description, and how many members and roles it has.

• Action
  List access tokens

  Returns the access tokens in your LaunchDarkly account.

• Action
  List custom roles

  Returns the custom roles in your LaunchDarkly account.

• Action
  List environments

  Returns the environments in one LaunchDarkly project.

• Action
  List feature flags

  Returns the feature flags in one LaunchDarkly project.

• Action
  List metrics

  Returns the metrics in one LaunchDarkly project.

• Action
  List projects

  Returns the projects in your LaunchDarkly account.

• Action
  List segments

  Returns the segments in one LaunchDarkly project environment.

• Action
  List teams

  Returns the teams in your LaunchDarkly account.

• Action
  List users

  Returns the end users LaunchDarkly has seen in one project environment. Built on the contexts API, which replaced the retired users API.

• Action
  Search contexts

  Searches the contexts LaunchDarkly has seen in one project environment using a filter expression.

• Action
  Toggle a Feature Flag

  Turns a LaunchDarkly feature flag on or off in one environment.

• Action
  Update a Feature Flag With JSON

  Updates a LaunchDarkly feature flag by sending your own semantic patch instructions as JSON, for changes the ready-made actions do not cover.

• Action
  Update custom role

  Updates a LaunchDarkly custom role — its name, description, base permissions, or policy statements. Fields you leave blank are not changed.

• Action
  Update environment

  Updates an environment in a LaunchDarkly project — its name, colour, cache time, or confirmation settings. Fields you leave blank are not changed.

• Action
  Update metric

  Updates a metric in a LaunchDarkly project — its name, description, tags, or unit. Fields you leave blank are not changed.

• Action
  Update project

  Updates a LaunchDarkly project — its name, tags, or default flag settings. Fields you leave blank are not changed.

• Action
  Update segment

  Updates a segment in a LaunchDarkly project environment — its name, description, tags, or the contexts it includes and excludes. Fields you leave blank are not changed.

• Action
  Update team

  Updates a LaunchDarkly team — its name, description, members, or custom roles. Fields you leave 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.