--- title: "Connect Follow Up Boss and OpenAI - APIANT.ai" description: "When \"Deal Stage Updated\" fires in Follow Up Boss, your agent runs \"Create message\" in OpenAI." canonical: "https://apiant.ai/connect/follow-up-boss-to-openai" --- # Connect Follow Up Boss and OpenAI When **Deal Stage Updated** fires in [Follow Up Boss](https://apiant.ai/connections/follow-up-boss), your agent runs **Create message** in [OpenAI](https://apiant.ai/connections/openai), or **New batch** in OpenAI to **Add Tags to a Contact** 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 OpenAI **5** triggers OpenAI **69** 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 OpenAI 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 OpenAI can do together ### From Follow Up Boss to OpenAI - When **Deal Stage Updated** in Follow Up Boss then **Create message** in OpenAI - When **New Appointment** in Follow Up Boss then **Create assistant** in OpenAI ### From OpenAI to Follow Up Boss - When **New batch** in OpenAI then **Add Tags to a Contact** in Follow Up Boss - When **New file** in OpenAI then **Create Contact Without Triggering Action Plans** 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 OpenAI ## Triggers and actions 13 triggers · 98 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 **New batch** List your organization's batches. - Trigger **New file** Returns a list of files. - Trigger **New model** Lists the currently available models. - Trigger **New vector store** Returns a list of vector stores. - Trigger **New video** List recently generated videos for the current project. - Action **Cancel batch** Cancels an in-progress batch. - Action **Cancel run** Cancels a run that is in_progress. - Action **Cancel vector store file batch** Cancel a vector store file batch. - Action **Content moderation** Classifies text for hate, harassment, self-harm, sexual, and violence categories using the Moderations API. - Action **Count input tokens** Returns input token counts of the request. - Action **Create assistant** Create an assistant with a model and instructions. - Action **Create chat completion** Sends a list of chat messages to a model via the Chat Completions API and returns the assistant's reply. - Action **Create completion** Creates a completion for the provided prompt and parameters. - Action **Create embedding** Generates a vector embedding for input text using an embeddings model (e.g. text-embedding-3-small). - Action **Create message** Create a message. - Action **Create run** Create a run. - Action **Creates and executes a batch from an uploaded file of requests** Creates and executes a batch from an uploaded file of requests - Action **Create thread** Create a thread. - Action **Create thread and run** Create a thread and run it in one request. - Action **Create vector store** Create a vector store. - Action **Create vector store file** Create a vector store file by attaching a File to a vector store. - Action **Create vector store file batch** Create a vector store file batch. - Action **Create video edit job** Create a new video generation job by editing a source or existing generated video. - Action **Create video extension** Create an extension of a completed video. - Action **Create video generation job** Create a new video generation job from a prompt and optional reference assets. - Action **Create video remix** Create a remix of a completed video using a refreshed prompt. - Action **Delete assistant** Delete an assistant. - Action **Delete eval run** Delete an eval run. - Action **Delete file** Delete a file and remove it from all vector stores. - Action **Delete message** Deletes a message. - Action **Delete thread** Delete a thread. - Action **Delete vector store** Delete a vector store. - Action **Delete vector store file** Delete a vector store file (removes from store, file itself not deleted). - Action **Delete video** Permanently delete a completed or failed video and its stored assets. - Action **Download video content** Download the generated video bytes or a derived preview asset. - Action **Edit image** Creates an edited or extended image given one or more source images and a prompt. - Action **Generate image** Generates an image from a text prompt using gpt-image-1 / DALL-E and returns the image URL or base64 data. - Action **Generate speech** Converts text into spoken audio using a TTS model and the selected voice. Returns audio bytes. - Action **Get assistant** Retrieves an assistant. - Action **Get batch** Retrieves a batch. - Action **Get file** Returns information about a specific file. - Action **Get file content** Returns the contents of the specified file. - Action **Get message** Retrieve a message. - Action **Get model** Retrieves a model instance. - Action **Get run** Retrieves a run. - Action **Get run step** Retrieves a run step. - Action **Get thread** Retrieves a thread. - Action **Get vector store** Retrieves a vector store. - Action **Get vector store file** Retrieves a vector store file. - Action **Get vector store file batch** Retrieves a vector store file batch. - Action **Get vector store file content** Retrieve the parsed contents of a vector store file. - Action **Get video** Fetch the latest metadata for a generated video. - Action **List conversation items** List all items for a conversation with the given ID. - Action **List files** Lists files that have been uploaded to your OpenAI account. - Action **List messages** Returns a list of messages for a given thread. - Action **List models** Lists the models currently available to your account. - Action **List runs** Returns a list of runs belonging to a thread. - Action **List run steps** Returns a list of run steps belonging to a run. - Action **List vector store file batch files** Returns a list of vector store files in a batch. - Action **List vector store files** Returns a list of vector store files. - Action **OpenAI agent message** Runs one AI agent turn on OpenAI and returns the model's reply. The turn is billed to the OpenAI account connected on this step, and the agent can call the account's AI tool automations. - Action **Retrieve response** Retrieves a previously created model response by its Response ID. - Action **Search vector store** Search a vector store for relevant chunks based on a query and filter. - Action **Send model a message** Sends a message to an OpenAI model via the Responses API and emits its response. Returns a Response ID usable as previous_response_id for multi-turn conversations. - Action **Submit tool outputs to run** Submit tool outputs when a run requires action. - Action **Transcribe audio** Transcribes audio into the input language. - Action **Translate audio** Translates audio into English. - Action **Update assistant** Modifies an assistant. - Action **Update message** Modifies a message. - Action **Update run** Modifies a run. - Action **Update thread** Modifies a thread. - Action **Update vector store** Modifies a vector store. - Action **Update vector store file attributes** Update attributes on a vector store file. - Action **Upload file** Upload a file that can be used across various endpoints. ## 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) - [ **OpenAI** OpenAI's platform for text generation (Responses + Chat Completions), image generation (gpt-image-1 /...](https://apiant.ai/connections/openai) 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 OpenAI - [ **Mailchimp to OpenAI** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-openai) - [ **ActiveCampaign to OpenAI** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-openai) - [ **Asana to OpenAI** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-openai) - [ **JIRA to OpenAI** Atlassian JIRA Cloud — issue tracking and project management.](https://apiant.ai/connect/jira-to-openai) - [ **Twilio to OpenAI** Cloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...](https://apiant.ai/connect/twilio-to-openai) - [ **Intercom to OpenAI** Intercom is a customer communications platform for support, engagement, and marketing.](https://apiant.ai/connect/intercom-to-openai) Questions ## Follow Up Boss and OpenAI, 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 OpenAI when something happens in Follow Up Boss? Any of OpenAI's 69 actions, including Create assistant, Create chat completion, Create completion and Create embedding. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from OpenAI to Follow Up Boss? Yes. When something happens in OpenAI, your agent can act in Follow Up Boss too. This page covers both directions: OpenAI'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 OpenAI? 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 OpenAI 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.