--- title: "Connect Follow Up Boss and OnePageCRM - APIANT.ai" description: "When \"Deal Stage Updated\" fires in Follow Up Boss, your agent runs \"Create Deal\" in OnePageCRM." canonical: "https://apiant.ai/connect/follow-up-boss-to-onepagecrm" --- # Connect Follow Up Boss and OnePageCRM When **Deal Stage Updated** fires in [Follow Up Boss](https://apiant.ai/connections/follow-up-boss), your agent runs **Create Deal** in [OnePageCRM](https://apiant.ai/connections/onepagecrm), or **Completed Next Action** in OnePageCRM to **Create Contact Without Triggering Action Plans** 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 OnePageCRM **9** triggers OnePageCRM **11** 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 OnePageCRM 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 OnePageCRM can do together ### From Follow Up Boss to OnePageCRM - When **Deal Stage Updated** in Follow Up Boss then **Create Deal** in OnePageCRM - When **New Appointment** in Follow Up Boss then **Create Contact** in OnePageCRM ### From OnePageCRM to Follow Up Boss - When **Completed Next Action** in OnePageCRM then **Create Contact Without Triggering Action Plans** in Follow Up Boss - When **New Call** in OnePageCRM then **Log Call** 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 OnePageCRM ## Triggers and actions 17 triggers · 40 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 **Closed Sales Cycle** Triggered when a sales cycle is closed — a deal is marked won or lost. - Trigger **Completed Next Action** Triggered when a next action is marked done in OnePageCRM. - Trigger **New Call** Triggered when a phone call is logged in OnePageCRM. - Trigger **New Contact** Triggered when a new contact is created in OnePageCRM. - Trigger **New Deal** Triggered when a new deal is created in OnePageCRM. - Trigger **New Next Action** Triggered when a new next action is created in OnePageCRM. - Trigger **New Note** Triggered when a new note is added to a contact in OnePageCRM. - Trigger **Updated Contact** Triggered when a contact is created or changed in OnePageCRM. - Trigger **Updated Deal** Triggered when a deal is created or changed in OnePageCRM. - Action **Close Sales Cycle** Closes a deal in OnePageCRM by marking the sales cycle won or lost, with an optional close date and note. - Action **Create Call** Logs a phone call against a contact in OnePageCRM, with notes, the number dialed, the outcome and an optional recording link. - Action **Create Contact** Creates a contact in OnePageCRM, including your account's own custom fields. - Action **Create Deal** Creates a deal against a contact in OnePageCRM, with an amount, expected close date and notes. - Action **Create Next Action** Adds a next action (a to-do) against a contact in OnePageCRM, with an optional due date and assignee. - Action **Create Note** Adds a note to a contact's timeline in OnePageCRM. - Action **Find Contact** Finds a contact in OnePageCRM by email address, or by searching names and companies, and returns the first match plus every match. - Action **Find Deal** Finds a deal in OnePageCRM by contact, status or name, and returns the first match plus every match. - Action **Find User** Finds a user in your OnePageCRM account by email address or name, and returns the first match plus every match. - Action **Update Contact** Updates a contact in OnePageCRM, including your account's own custom fields. Anything you leave blank keeps its current value. - Action **Update Deal** Updates a deal in OnePageCRM. Anything you leave blank keeps its current value. ## 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) - [ **OnePageCRM** OnePageCRM converts the complexity of CRM into a simple to-do list.](https://apiant.ai/connections/onepagecrm) Reviews ## What our customers say ## More from Follow Up Boss - [ **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](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) - [ **Follow Up Boss to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/follow-up-boss-to-google-calendar) ## More into OnePageCRM - [ **Airtable to OnePageCRM** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-onepagecrm) - [ **HubSpot to OnePageCRM** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-onepagecrm) - [ **Google Sheets to OnePageCRM** Google Sheets](https://apiant.ai/connect/google-sheets-to-onepagecrm) - [ **Gmail to OnePageCRM** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-onepagecrm) - [ **Google Calendar to OnePageCRM** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-onepagecrm) - [ **Google Drive to OnePageCRM** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-onepagecrm) Questions ## Follow Up Boss and OnePageCRM, 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 OnePageCRM when something happens in Follow Up Boss? Any of OnePageCRM's 11 actions, including Create Call, Create Contact, Create Deal and Create Next Action. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from OnePageCRM to Follow Up Boss? Yes. When something happens in OnePageCRM, your agent can act in Follow Up Boss too. This page covers both directions: OnePageCRM'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 OnePageCRM? 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 OnePageCRM 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.