--- title: "Connect Follow Up Boss and Paystack - APIANT.ai" description: "When \"Deal Stage Updated\" fires in Follow Up Boss, your agent runs \"Send Simple Invoice\" in Paystack." canonical: "https://apiant.ai/connect/follow-up-boss-to-paystack" --- # Connect Follow Up Boss and Paystack When **Deal Stage Updated** fires in [Follow Up Boss](https://apiant.ai/connections/follow-up-boss), your agent runs **Send Simple Invoice** in [Paystack](https://apiant.ai/connections/paystack), or **New Chargeback** in Paystack 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 Paystack **11** triggers Paystack **17** 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 Paystack 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 Paystack can do together ### From Follow Up Boss to Paystack - When **Deal Stage Updated** in Follow Up Boss then **Send Simple Invoice** in Paystack - When **New Appointment** in Follow Up Boss then **Add Product** in Paystack ### From Paystack to Follow Up Boss - When **New Chargeback** in Paystack then **Add Tags to a Contact** in Follow Up Boss - When **New Invoice** in Paystack 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 Paystack ## Triggers and actions 19 triggers · 46 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 **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. ## 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) - [ **Paystack** Paystack helps African merchants accept one-time and recurring payments online with a modern, safe, and...](https://apiant.ai/connections/paystack) 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 is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](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 Paystack - [ **HubSpot to Paystack** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-paystack) - [ **Google Sheets to Paystack** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-paystack) - [ **Gmail to Paystack** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-paystack) - [ **Google Calendar to Paystack** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-paystack) - [ **Google Drive to Paystack** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-paystack) - [ **Mailchimp to Paystack** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-paystack) Questions ## Follow Up Boss and Paystack, 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 Paystack when something happens in Follow Up Boss? Any of Paystack's 17 actions, including Create Refund, Create Subscription, Create Virtual Terminal and Send Simple Invoice. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Paystack to Follow Up Boss? Yes. When something happens in Paystack, your agent can act in Follow Up Boss too. This page covers both directions: Paystack'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 Paystack? 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 Paystack 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.