Connect Follow Up Boss and ONLYOFFICE DocSpace

Both apps 64Follow Up Boss 37ONLYOFFICE DocSpace 27

• 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
  File Created

  Triggers when a new file is created in the selected DocSpace folder or room.

• Trigger
  File Created in My Documents

  Triggers when a new file is created in your My documents section.

• Trigger
  Folder Created

  Triggers when a new folder is created inside the selected folder or room.

• Trigger
  Folder Created in My Documents

  Triggers when a new folder is created in your My Documents section.

• Trigger
  Room Archived

  Triggers when a room is moved to the Archive section of your DocSpace.

• Trigger
  Room Created

  Triggers when a new room is created in the DocSpace portal.

• Trigger
  User Added

  Triggers when a new user is added to the DocSpace portal.

• Trigger
  User Joined

  Triggers when a user joins the DocSpace portal by activating their account.

• Action
  Archive Room

  Moves a DocSpace room to the Archive section.

• Action
  Create File

  Creates a new document, spreadsheet or presentation file in a DocSpace folder or room.

• Action
  Create File in My Documents

  Creates a new blank document, spreadsheet or presentation in your My documents section.

• Action
  Create Folder

  Creates a new folder with the given title inside a folder or room.

• Action
  Create Folder in My Documents

  Creates a new folder in your My Documents section.

• Action
  Create Room

  Creates a new room in the DocSpace Rooms section and returns the room's information.

• Action
  Delete Folder

  Deletes a folder in DocSpace. The deletion runs as a background file operation, which is returned.

• Action
  Delete Folder From My Documents

  Deletes a folder from My Documents in ONLYOFFICE DocSpace.

• Action
  Download File

  Returns a temporary pre-signed download link for a DocSpace file.

• Action
  Download File From My Documents

  Returns a temporary download link for a file in My Documents.

• Action
  Find User by Email

  Finds a DocSpace user by email address and returns their profile.

• Action
  Get External Link

  Returns the primary external (public share) link of a DocSpace room.

• Action
  Get Room Access List

  Returns the list of users, groups and links that have access to a room, with their access rights.

• Action
  Invite User

  Invites a person to the DocSpace portal by email with the chosen user role.

• Action
  Search File

  Searches a DocSpace folder or room for files whose title matches the given text.

• Action
  Search Folder

  Searches a DocSpace folder or room for subfolders whose name matches the given text and returns the matches.

• Action
  Share Room

  Shares a room with a person by email or user id, giving them the chosen access level, and optionally sends them a notification.

• Action
  Upload File

  Uploads a file from a URL into a chosen DocSpace folder or room.

• Action
  Upload File to My Documents

  Uploads a file to your My documents section in ONLYOFFICE DocSpace.

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