Connect Follow Up Boss and Notion

Both apps 65Follow Up Boss 37Notion 28

• 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 Comment

  Triggers when a new comment is created in your Notion workspace. You can filter by database or specific page.

• Trigger
  New Data Source Item

  Triggers when a new item is created in a data source.

• Trigger
  Updated Content in Data Source Item

  Triggers when the content in a data source item is updated.

• Trigger
  Updated Content in Page

  Triggers when the content in a page is updated.

• Trigger
  Updated Properties in Data Source Item

  Triggers when one or more properties of a data source item are updated.

• Action
  Add Block to Page

  Adds a new content block to an existing Notion page. Supports various block types including paragraphs, headings, lists, to-dos, callouts, code blocks, and more.

• Action
  Add Comment

  Adds a new comment to a Page.

• Action
  Add Content to Page

  Adds Content to a Page.

• Action
  Archive Data Source Item

  Soft deletes an item in a data source.

• Action
  Create Data Source Item

  Creates an item in a data source.

• Action
  Create Page

  Creates a Page inside a parent page

• Action
  Find Data Source Items

  Searches for items in a data source by its properties.

• Action
  Find Page (By Title)

  Searches for a page by title.

• Action
  Get Block

  Retrieves a block by ID.

• Action
  Get Block Children

  Retrieves child blocks of a parent block or page with support for pagination.

• Action
  Get Page

  Retrieves a specific page or data source item from Notion using its ID.

• Action
  Get Page and Children

  Retrieves a page by its ID and all of its block children.

• Action
  Get Page Comments

  Retrieves comments from a Page.

• Action
  Get Page Property

  Retrieves a specific property value from a Notion page.

• Action
  Get User Details

  Retrieves user information by ID.

• Action
  Query Data Source (Advanced)

  Query a Notion data source with advanced filtering and sorting using JSON. Supports complex logic like AND/OR conditions, multiple sorts, and all Notion filter types.

• Action
  Restore Data Source Item

  Restores a data source item which was previously archived.

• Action
  Retrieve Database

  This action retrieves a database in Notion using the ID of the database.

• Action
  Update Database

  Updates a Notion database's title, description and column (property) schema.

• Action
  Update Data Source Item

  Updates a data source item.

• Action
  Update Data Source Schema

  Updates a Notion data source schema including properties and title. Allows adding, modifying, or removing data source properties to change the schema.

• Action
  Upload File to Data Source Item

  Uploads a file to a files property in a data source item.

• Action
  Upload File to Page or Block

  Uploads a file to a page or block in Notion.

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