Connect Follow Up Boss and Mural

Both apps 67Follow Up Boss 37Mural 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
  New Mural

  Triggers when a new mural is created in the selected workspace.

• Trigger
  New Room

  Triggers when a new room is created in a Mural workspace.

• Action
  Add area

  Creates an area widget on a mural, with optional title, size, position, layout and style.

• Action
  Add comment

  Adds a comment to a mural at a given position, optionally attached to a widget.

• Action
  Add folder

  Creates a new folder in a Mural room, optionally nested inside an existing folder.

• Action
  Add room

  Creates a room in a Mural workspace you have write access to.

• Action
  Add shape

  Creates a shape widget (such as a rectangle or ellipse) on a mural.

• Action
  Add tag

  Creates a tag in a mural, optionally applying it to widgets. Tag text is limited to 25 characters.

• Action
  Add text box

  Creates a text box widget on a mural.

• Action
  Create Mural

  Creates a new mural in a room you own, with an optional title, folder, size and background color.

• Action
  Create Sticky

  Creates a sticky note on a mural, with optional text, position, size, shape, style and tags.

• Action
  Delete mural

  Deletes a mural that the connected user owns.

• Action
  Delete room

  Deletes a room that you own in Mural.

• Action
  Delete widget

  Deletes a widget (sticky note, shape, text box, etc.) and its content from a mural.

• Action
  Duplicate mural

  Creates a copy of an existing mural in the room (and optional folder) you choose, with a new title.

• Action
  Find murals by title

  Searches a workspace for murals whose titles match the text you provide and returns the matching murals.

• Action
  Get current user

  Returns the profile of the Mural user the connected account belongs to.

• Action
  Get mural

  Returns the details of a single mural you have access to.

• Action
  Get room

  Returns the details of a single Mural room, such as its name, type and workspace.

• Action
  Get workspace

  Returns the details of a Mural workspace you have read access to.

• Action
  Invite users to mural

  Invites people to a mural by email address or username. Invitees are notified by email; people invited by username are added to the mural immediately.

• Action
  List folders

  Returns the folders in a Mural room that you have access to.

• Action
  List murals

  Returns the murals you own or are a member of in a workspace, optionally filtered by status.

• Action
  List rooms

  Returns the rooms in a Mural workspace that you have access to.

• Action
  List tags

  Returns the tags defined in a mural.

• Action
  List widgets

  Returns the widgets (sticky notes, shapes, text boxes, areas and more) on a mural, optionally filtered by widget type or parent widget. Drawings are not included.

• Action
  List workspaces

  Returns all workspaces the connected Mural user is a member of.

• Action
  Update mural

  Updates a mural's title, status, size, colors, folder and permission settings. Leave a field blank to keep its current value.

• Action
  Update room

  Updates the name, description, visibility or favorite status of a Mural room.

• Action
  Update sticky note

  Updates the text, position, size, style or other properties of an existing sticky note on a mural.

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