--- title: "Connect Follow Up Boss and LearnWorlds - APIANT.ai" description: "When \"Deal Stage Updated\" fires in Follow Up Boss, your agent runs \"Add Tags to User\" in LearnWorlds." canonical: "https://apiant.ai/connect/follow-up-boss-to-learnworlds" --- # Connect Follow Up Boss and LearnWorlds When **Deal Stage Updated** fires in [Follow Up Boss](https://apiant.ai/connections/follow-up-boss), your agent runs **Add Tags to User** in [LearnWorlds](https://apiant.ai/connections/learnworlds), or **Assessment Completed** in LearnWorlds to **Add Tags to a Contact** in Follow Up Boss. 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 LearnWorlds **15** triggers LearnWorlds **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 LearnWorlds 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 and LearnWorlds can do together ### From Follow Up Boss to LearnWorlds - When **Deal Stage Updated** in Follow Up Boss then **Add Tags to User** in LearnWorlds - When **New Appointment** in Follow Up Boss then **Create and Enroll User (Legacy)** in LearnWorlds ### From LearnWorlds to Follow Up Boss - When **Assessment Completed** in LearnWorlds then **Add Tags to a Contact** in Follow Up Boss - When **Course Completed** in LearnWorlds then **Create Contact Without Triggering Action Plans** in Follow Up Boss 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 LearnWorlds ## Triggers and actions 23 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. - 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 courses** Returns the school's courses, newest first, optionally filtered by category or access type. - 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. ## 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) - [ **LearnWorlds** LearnWorlds is a premium learning platform via which you sell online courses under your own website.](https://apiant.ai/connections/learnworlds) Reviews ## What our customers say ## More from Follow Up Boss - [ **Follow Up Boss to Moorcheh** Serverless AI search infrastructure providing deterministic vector similarity search and RAG APIs/SDKs.](https://apiant.ai/connect/follow-up-boss-to-moorcheh) - [ **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 is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](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) ## More into LearnWorlds - [ **HubSpot to LearnWorlds** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-learnworlds) - [ **Google Sheets to LearnWorlds** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-learnworlds) - [ **Gmail to LearnWorlds** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-learnworlds) - [ **Google Calendar to LearnWorlds** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-learnworlds) - [ **Google Drive to LearnWorlds** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-learnworlds) - [ **ActiveCampaign to LearnWorlds** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-learnworlds) Questions ## Follow Up Boss and LearnWorlds, 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 LearnWorlds when something happens in Follow Up Boss? Any of LearnWorlds's 16 actions, including Create and Enroll User (Legacy), Create User, Create User (Legacy) and Update user. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from LearnWorlds to Follow Up Boss? Yes. When something happens in LearnWorlds, your agent can act in Follow Up Boss too. This page covers both directions: LearnWorlds's triggers and Follow Up Boss's actions are listed here as well. ### ### Do I have to build a connector for Follow Up Boss or LearnWorlds? 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 LearnWorlds 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.