Connect Follow Up Boss and Lokalise

Both apps 79Follow Up Boss 37Lokalise 42

• 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
  Contributor Added

  Triggers when a new contributor is added to a Lokalise project.

• Trigger
  Contributor Removed

  Triggers when a contributor is removed from the selected Lokalise project.

• Trigger
  Key Added

  Triggers when a new translation key is added to a Lokalise project, whether individually or in bulk (import, API or bulk action). Fires once per added key.

• Trigger
  Key Comment Added

  Triggers when someone adds a comment to a translation key in a Lokalise project.

• Trigger
  Key Modified

  Triggers when a translation key is modified in a Lokalise project, either individually or in bulk (renames, tag changes, file assignments, hiding).

• Trigger
  Key Removed

  Triggers when one or more translation keys are removed from a Lokalise project, whether deleted individually, in bulk, through the API, or moved to another project. Fires once per removed key.

• Trigger
  Language Added

  Triggers when one or more languages are added to a Lokalise project, firing once for each language added.

• Trigger
  Language Removed

  Triggers when a language is removed from a Lokalise project.

• Trigger
  Poll Tasks

  Triggers when a new task is created in a Lokalise project.

• Trigger
  Project Exported

  Triggers when translation files are downloaded (exported) from a Lokalise project.

• Trigger
  Project Imported

  Triggers when a translation file is uploaded to a Lokalise project. Fires once per uploaded file.

• Trigger
  Project Snapshot

  Triggers when a snapshot is taken of the selected Lokalise project.

• Trigger
  Task Created

  Triggers when a new translation or review task is created in a Lokalise project.

• Trigger
  Task Deleted

  Triggers when a task is deleted in a Lokalise project.

• Trigger
  Translation Reviewed

  Triggers when a translation is marked or unmarked as reviewed in a Lokalise project, individually or in bulk.

• Trigger
  Translation Updated

  Triggers when a translation is changed in the selected Lokalise project, either one at a time or several at once through a bulk action, file upload or the API.

• Action
  Add Contributor

  Adds a contributor to a Lokalise project, inviting them by email with the chosen languages and permissions.

• Action
  Add Languages

  Adds one or more languages to a Lokalise project, optionally overriding each language's code, name and plural forms.

• Action
  Create a Key

  Creates a new translation key in a Lokalise project, optionally with its translations, tags, comments and screenshots, and returns the new key.

• Action
  Create a Task

  Creates a translation, review or automatic-translation task in a Lokalise project for the chosen keys and languages.

• Action
  Create Comment

  Adds a comment to a translation key in a Lokalise project.

• Action
  Create Project

  Creates a new Lokalise project in your team, optionally with its languages, base language and project type. Returns the created project.

• Action
  Create Snapshot

  Creates a snapshot of a Lokalise project, saving its current state so it can be restored later.

• Action
  Delete a Key

  Deletes a key, with its translations, from a Lokalise project.

• Action
  Delete a Language

  Removes a language from a Lokalise project.

• Action
  Delete a Task

  Deletes a task from a Lokalise project.

• Action
  Download Files

  Exports a Lokalise project's translation files as a .zip bundle and returns the download URL of the bundle.

• Action
  List All Orders

  Returns all translation orders placed under a Lokalise team.

• Action
  List All Tasks

  Returns the tasks in a Lokalise project, optionally filtered by title or status.

• Action
  List All Translations

  Returns the translation items of a Lokalise project (one row per key and language), optionally filtered by language, review status, QA issues or task.

• Action
  List Project Languages

  Returns the languages set up in a Lokalise project, with each language's code, name, direction and plural forms.

• Action
  List Snapshots

  Returns the snapshots saved for a Lokalise project, with each snapshot's title and creation details.

• Action
  Remove Contributor

  Removes a contributor from a Lokalise project.

• Action
  Retrieve a Comment

  Returns a single comment left on a key in a Lokalise project, including its text, author and when it was added.

• Action
  Retrieve a Contributor

  Returns a contributor of a Lokalise project, including their email, name, role flags, languages and permissions.

• Action
  Retrieve a Key

  Returns one translation key from a Lokalise project, including its names, description, platforms, tags, comments, screenshots and translations.

• Action
  Retrieve a Task

  Returns a Lokalise task, including its status, progress, due date and the languages and assignees it covers.

• Action
  Retrieve Project

  Returns a Lokalise project's details, including its name, type, base language, settings and translation statistics.

• Action
  Update a Key

  Updates an existing key in a Lokalise project, such as its name, description, platforms, tags or flags, and returns the updated key.

• Action
  Update a Translation

  Updates the text and review flags of a translation in a Lokalise project.

• Action
  Update Language

  Updates a language in a Lokalise project, changing its code, name or plural forms.

• Action
  Upload File

  Uploads a localization file to a Lokalise project and queues it for import. Returns the queued import process so you can follow its status.

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