--- title: "Connect Follow Up Boss to PDF.co - APIANT.ai" description: "When \"Deal Stage Updated\" fires in Follow Up Boss, your agent runs \"AI Invoice Parser\" in PDF.co." canonical: "https://apiant.ai/connect/follow-up-boss-to-pdf-co" --- # Connect Follow Up Boss to PDF.co When **Deal Stage Updated** fires in [Follow Up Boss](https://apiant.ai/connections/follow-up-boss), your agent runs **AI Invoice Parser** in [PDF.co](https://apiant.ai/connections/pdf-co). 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 PDF.co **28** 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 PDF.co 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 can start in PDF.co - When **Deal Stage Updated** in Follow Up Boss then **AI Invoice Parser** in PDF.co - When **New Appointment** in Follow Up Boss then **Add Barcode to PDF** in PDF.co 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 PDF.co ## Triggers and actions 8 triggers · 57 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. - Action **Add Barcode to PDF** Draws a barcode or QR code onto a PDF at the position you choose and returns a link to the new PDF. - Action **Add Form Field to PDF** Add a fillable form field (text field or checkbox) to a PDF at a specified position. - Action **Add Image to PDF** Add an image, logo, or signature to a PDF at a specified position. - Action **Add Text to PDF** Add Text to PDF - Action **Advanced Barcode Reader** Decode barcodes from images or PDF documents swiftly and accurately. - Action **AI Invoice Parser** Transform your invoice processing with our advanced AI. Enjoy quick, accurate data extraction that eliminates manual effort and saves you valuable time. - Action **Anything to PDF Converter** Seamlessly convert a variety of formats such as URLs, HTML code, documents, spreadsheets, presentations, images, and more into PDF. - Action **Barcode Generator** Generate a variety of barcodes, e.g. QRCode. - Action **Compress and Optimize PDF** Significantly reduce PDF file size by compressing and optimizing images and objects within the document. - Action **Convert Scanned PDF to Searchable PDF** Converts a scanned PDF or image file into a text-searchable PDF. - Action **Custom API Call** Allows the execution of a custom API call to the PDF.co API. This is intended for advanced users. - Action **Document Classifier** Analyze the text of an input document using AI and return its class (such as: invoice, order, industry). This can utilize custom rules and is helpful for quickly identifying the origin of a document. - Action **Document Parser** Extract data from invoices, reports, statements, and other documents using AI-based templates. This tool is beneficial for automating data extraction tasks and reducing manual workload. - Action **Get PDF Information** Extract information from a PDF document such as page count, page size, author, description, keywords and also any form field information. - Action **HTML to PDF Converter** Convert HTML or URL to PDF with advanced options (e.g. layout, orientation). Supports HTML templates (Handlebar and Mustache). - Action **PDF Filler** Add text, images, signatures to a PDF, fill PDF form fields, or create a new PDF from templates. - Action **PDF Find Table** This operation employs AI to scan a PDF document for tables, returning an array of found tables with coordinates and information about the detected columns. - Action **PDF Merger** Combine multiple document formats into a single PDF. Supported formats include PDF, DOC, DOCX, XLS, JPG, PNG, and more. - Action **PDF Page Tools** Tools to rotate and delete pages from your PDF files effectively. - Action **PDF Security** Add/Remove Password and Security Features to/from PDF file - Action **PDF to Anything Converter** Convert PDF to JPG, PNG, CSV, XML, JSON and other formats - Action **Search and Delete Found Text in PDF** Identify and remove specified text from a PDF document using text search or fixed-position coordinates - Action **Search and Replace Text in PDF** Locate and replace specified text within a PDF document - Action **Search and Replace With Image in PDF** Search text inside PDF and replace with Image - Action **Search in PDF** Allows you to search for specific text within PDF documents or scanned images. - Action **Split PDF Based on Barcode Search** This operation segments a PDF document based on barcode search, creating new PDF files for each segment. - Action **Split PDF Based on Text Search** This operation segments a PDF document based on text search (with OCR), creating new PDF files for each segment. - Action **Split PDF Into Multiple Files** This operation allows you to split a PDF document into multiple new PDF files, using specific page numbers or page ranges. ## 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) - [ **PDF.co** PDF.co is a set of tools for PDF file and data extraction.](https://apiant.ai/connections/pdf-co) 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 PDF.co - [ **HubSpot to PDF.co** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-pdf-co) - [ **Salesforce to PDF.co** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-pdf-co) - [ **Slack to PDF.co** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-pdf-co) - [ **Google Sheets to PDF.co** Google Sheets](https://apiant.ai/connect/google-sheets-to-pdf-co) - [ **Gmail to PDF.co** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-pdf-co) - [ **Google Calendar to PDF.co** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-pdf-co) Questions ## Follow Up Boss and PDF.co, 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 PDF.co when something happens in Follow Up Boss? Any of PDF.co's 28 actions, including Add Barcode to PDF, Add Form Field to PDF, Add Image to PDF and Add Text to PDF. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from PDF.co to Follow Up Boss? PDF.co has no triggers in the catalog today, so automations start in Follow Up Boss. If you need the other direction, ask: your agent reads PDF.co's API documentation and adds it. ### ### Do I have to build a connector for Follow Up Boss or PDF.co? 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 PDF.co 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.