Connect Follow Up Boss and LearnWorlds

Both apps 67Follow Up Boss 37LearnWorlds 30

• 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
  Assessment Completed

  Triggers when a learner submits a completed assessment, returning their grade, pass/fail result and answers.

• Trigger
  Course Completed

  Triggers when a user completes a course in your LearnWorlds school.

• Trigger
  New Certificate

  Triggers when a certificate is issued to a learner for a course (or for a specific user).

• Trigger
  New Certificate (Legacy)

  Triggers when a new certificate is issued for a course or a user in your LearnWorlds school.

• Trigger
  New Enrollment Purchase (Legacy)

  Triggers when a new enrollment purchase (payment for a course, bundle or subscription) is recorded in your LearnWorlds school.

• Trigger
  New Form Submission

  Triggers when a learner submits a response to the chosen LearnWorlds form.

• Trigger
  New Lead

  Triggers when a new lead submits their email in one of your school's lead capture forms.

• Trigger
  New Lead (Legacy)

  Triggers when a new lead submits their email in one of your school's lead capture forms.

• Trigger
  New User

  Triggers when a new user registers in your LearnWorlds school.

• Trigger
  New User (Legacy)

  Triggers when a new user signs up or is created in your LearnWorlds school.

• Trigger
  Payment Created

  Triggers when a new payment is made in your LearnWorlds school.

• Trigger
  Payment Failed

  Triggers when a payment fails in your LearnWorlds school, returning the failed-payment event with the user and its details.

• Trigger
  Subscription or Payment Plan Canceled

  Triggers when a user's subscription or payment plan becomes inactive (canceled or expired), newest users first.

• Trigger
  Subscription Updated

  Triggers when a user subscription is created or changes, such as a new status, plan or expiry date.

• Trigger
  User Updated

  Triggers when a user in your LearnWorlds school is changed (profile fields, tags, role, suspension and so on). Checks the 200 most recently registered users.

• Action
  Add Tags to User

  Adds one or more tags to a LearnWorlds user and returns the updated user.

• Action
  Create and Enroll User (Legacy)

  Creates a new LearnWorlds user and enrolls them in a course, bundle or subscription in one step.

• Action
  Create User

  Creates a new user in your LearnWorlds school and returns the created user.

• Action
  Create User (Legacy)

  Creates a new user in your LearnWorlds school with optional sign-up fields, tags and UTM values.

• Action
  Enroll User in Product

  Enrolls a user in a course, learning program (bundle) or subscription.

• Action
  Enroll User in Product (Legacy)

  Enrolls an existing user in a course, bundle or subscription.

• Action
  Find a User

  Finds a user in your LearnWorlds school by email address and returns their full record, including sign-up and custom fields.

• Action
  Get course

  Returns a course's details, including its title, description, prices, access type and author.

• Action
  Get user

  Returns a LearnWorlds user by ID or email, including sign-up fields, tags, UTMs and role.

• Action
  List bundles

  Returns all bundles in your LearnWorlds school, most recently created first.

• Action
  List payments

  Returns the school's payments, most recent first, optionally filtered by user, product, product type, affiliate or creation date.

• Action
  List users

  Returns the users of your LearnWorlds school, newest first, optionally filtered by status, role, tags or registration date.

• Action
  Remove Tags From User

  Removes one or more tags from a LearnWorlds user and returns the updated user.

• Action
  Unenroll User From Product

  Removes a user's enrollment from a course, bundle or subscription in your LearnWorlds school.

• Action
  Update user

  Updates a LearnWorlds user's email, username, marketing consent, admin status, profile fields, tags and UTM values, and returns the updated user.

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