Connect Follow Up Boss and OnceHub

Both apps 69Follow Up Boss 37OnceHub 32

• 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
  Booking Canceled

  Triggers when a OnceHub booking is canceled by the customer or by someone on your team.

• Trigger
  Booking Cancelled and Rescheduled

  Triggers when a customer cancels a OnceHub booking and then reschedules it on a different booking page.

• Trigger
  Booking Completed

  Triggers when a OnceHub booking's end time has passed and the meeting is marked completed.

• Trigger
  Booking Lifecycle Event

  Triggers on any OnceHub booking event — scheduled, rescheduled, reassigned, canceled, completed or no-show — with the event name included so you can branch on it.

• Trigger
  Booking No-Show

  Triggers when a OnceHub booking is marked as a no-show.

• Trigger
  Booking Rescheduled

  Triggers when a OnceHub booking is rescheduled to a new time.

• Trigger
  Booking Scheduled

  Triggers when a new OnceHub booking is scheduled.

• Trigger
  Contact Captured

  Triggers when a new contact is captured in OnceHub.

• Trigger
  Contact Lifecycle Event

  Triggers whenever a OnceHub contact is created or changed, so you catch the whole contact lifecycle in one place.

• Trigger
  Contact Updated

  Triggers when an existing OnceHub contact is updated.

• Trigger
  Conversation Abandoned

  Triggers when a website visitor stops replying to a OnceHub chatbot for more than ten minutes and the conversation is abandoned.

• Trigger
  Conversation Closed

  Triggers when a OnceHub chatbot conversation is closed.

• Trigger
  Conversation Lifecycle Event

  Triggers on any OnceHub conversation event — started, closed or abandoned — with the event name included so you can branch on it.

• Trigger
  Conversation Started

  Triggers when a website visitor sends their first message to a OnceHub chatbot and a conversation starts.

• Trigger
  Reassigned Booking

  Triggers when a OnceHub booking is reassigned to a different host.

• Action
  Cancel Booking

  Cancels a OnceHub booking, optionally with a reason and without emailing the customer.

• Action
  Create Contact

  Creates a new contact in OnceHub. Give at least an email address or a mobile number.

• Action
  Create One-Time Booking Link

  Creates a one-time booking link for a published OnceHub booking calendar, optionally prefilling the booking form and pinning the host or duration.

• Action
  Delete Contact

  Deletes a contact from OnceHub.

• Action
  Find Contact

  Finds a OnceHub contact by email address.

• Action
  Get Available Time Slots

  Returns the open meeting times on a OnceHub booking calendar for the window you choose.

• Action
  Get Booking Calendar

  Returns one OnceHub booking calendar with its host, public link and meeting length.

• Action
  Get Booking Details

  Returns one OnceHub booking with its time, customer details and booking form answers.

• Action
  Get Contact

  Returns one OnceHub contact with its details and custom fields.

• Action
  Get Contact's Future Meetings

  Returns a contact's upcoming OnceHub meetings — the bookings that start after the time you give.

• Action
  List Booking Calendars

  Lists the booking calendars in your OnceHub account.

• Action
  List Bookings

  Lists OnceHub bookings, with optional filters for status, contact, host, calendar and date range.

• Action
  List Contacts

  Lists the contacts in your OnceHub account, with optional email and date filters.

• Action
  Mark Booking as No-Show

  Marks a OnceHub booking as a no-show.

• Action
  Reassign Booking

  Reassigns a OnceHub booking to a different host, optionally naming the video conferencing service to use.

• Action
  Request Reschedule

  Asks the customer to pick a new time for a OnceHub booking, optionally telling them why.

• Action
  Update Contact

  Updates an existing OnceHub contact. Only the fields you fill in are changed; anything left blank keeps its current value.

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