Connect Follow Up Boss and Paystack

Both apps 65Follow Up Boss 37Paystack 28

• 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
  Abandoned Transaction

  Triggers when a customer starts a payment but does not complete it, leaving an abandoned transaction.

• Trigger
  Cancelled Subscription

  Triggers when a subscription is cancelled.

• Trigger
  New Chargeback

  Triggers when a customer files a new chargeback (transaction dispute) on your Paystack account.

• Trigger
  New Invoice

  Triggered when a new invoice (payment request) is created in Paystack.

• Trigger
  New Order

  Triggered when a new order is created on your Paystack storefronts or products.

• Trigger
  New Payment Page Transaction

  Triggers when a customer pays through one of your Paystack payment pages. Returns the transaction with its amount, customer, and the page it came from.

• Trigger
  New Refund

  Triggered when a new refund is created in your Paystack account.

• Trigger
  New Subscription

  Triggers when a new subscription is created on your Paystack integration.

• Trigger
  New Transaction

  Triggers when a new transaction is created on your Paystack integration, optionally limited by status, channel, customer and more.

• Trigger
  New Transfer

  Triggered when a new transfer is created on your Paystack business.

• Trigger
  Subsciption Renewal

  Triggers when a subscription renews, meaning a further payment has been made after its first one.

• Action
  Add Product

  Creates a new product on your Paystack integration and returns the created product.

• Action
  Cancel Subscription

  Cancels an active Paystack subscription so the customer is no longer charged on renewal.

• Action
  Check Terminal Status

  Returns whether a Paystack Terminal is online and available to receive an event, so you can check it before sending one.

• Action
  Create Refund

  Creates a refund for a previously completed Paystack transaction, in full or for part of its amount. Returns the new refund and its status.

• Action
  Create Subscription

  Creates a subscription that puts a customer on one of your plans, and returns the new subscription's id, code and email token.

• Action
  Create Virtual Terminal

  Creates a Virtual Terminal on your Paystack integration, with the WhatsApp numbers that should receive its payment notifications.

• Action
  Find Customer

  Returns the Paystack customer matching an email address or customer code, including their transactions, subscriptions and saved authorizations.

• Action
  Find Order

  Returns the details of a Paystack order, including its customer, items and payment status, for the order ID you supply.

• Action
  Find Transaction

  Returns the transaction that matches a transaction reference, including its status, amount, customer and payment authorization.

• Action
  Find Transfer

  Returns the transfer that matches the specified transfer reference, including its status, amount and recipient.

• Action
  Get Customer Totals

  Returns how many transactions a Paystack customer has made and the total value of those transactions, along with the customer's full record.

• Action
  Initialize Transaction

  Creates a new pending Paystack transaction and returns the checkout link to send your customer to, along with its access code and reference.

• Action
  Initiate a Direct Debit Request

  Starts linking a bank account to a customer for Direct Debit and returns the link the customer opens to authorize the mandate.

• Action
  Remove Phone Number From Virtual Terminal

  Removes one or more WhatsApp phone numbers from a Paystack Virtual Terminal, so they stop receiving its payment notifications.

• Action
  Resolve Account Number

  Returns the account name registered to a bank account number, so you can confirm who an account belongs to before paying it.

• Action
  Send Simple Invoice

  Creates a payment request that issues an invoice to a customer and, by default, emails it to them. Returns the new invoice, including its request code.

• Action
  Share Link for Updating Subscription Card

  Returns a link you can share with a customer so they can update the card on their subscription.

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