Connect Follow Up Boss and Order Desk

Both apps 55Follow Up Boss 37Order Desk 18

• 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 Order Added

  Triggered when a new order is added in Order Desk.

• Trigger
  Order Folder Changed

  Triggered when an order moves to a different folder in Order Desk.

• Action
  Add Order Item

  Adds a line item to an existing order in Order Desk.

• Action
  Add Order Note

  Adds a note to an order's history in Order Desk.

• Action
  Add Shipment

  Records a shipment with tracking details against an order in Order Desk.

• Action
  Change Folder

  Moves an order into a different folder in Order Desk.

• Action
  Change Tag

  Sets the tag on an order in Order Desk. Reads the order first and writes it back with the new tag so no other order details are lost.

• Action
  Create Inventory Item

  Creates a product in the Order Desk store's inventory.

• Action
  Create New Order

  Creates a new order in Order Desk with its line items, addresses and totals.

• Action
  Delete Inventory Item

  Deletes a product from the Order Desk store's inventory.

• Action
  Delete Order

  Deletes an order from Order Desk.

• Action
  Delete Order Item

  Removes a line item from an order in Order Desk.

• Action
  Get Inventory Item

  Returns one product from the Order Desk store's inventory, including its stock level and your own metadata.

• Action
  Get Order

  Returns one order from Order Desk with its line items, addresses, shipments, notes and your own metadata.

• Action
  List Orders

  Returns orders from Order Desk, with optional folder, source, customer and date filters.

• Action
  Set Order Data

  Updates fields on an existing Order Desk order. Reads the order first and writes it back with only the fields you filled in, so nothing else is lost.

• Action
  Set Order Item Data

  Updates a line item on an Order Desk order. Reads the item first and writes it back with only the fields you filled in, so nothing else on the item is lost.

• Action
  Update Inventory Item

  Updates a product in the Order Desk store's inventory. Reads the item first and writes it back with only the fields you filled in, so nothing else is lost.

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