--- title: "Connect Follow Up Boss and Pics.io - APIANT.ai" description: "When \"Deal Stage Updated\" fires in Follow Up Boss, your agent runs \"Add assets to collection\" in Pics.io." canonical: "https://apiant.ai/connect/follow-up-boss-to-pics-io" --- # Connect Follow Up Boss and Pics.io When **Deal Stage Updated** fires in [Follow Up Boss](https://apiant.ai/connections/follow-up-boss), your agent runs **Add assets to collection** in [Pics.io](https://apiant.ai/connections/pics-io), or **Assets Added to Collection** in Pics.io 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 Pics.io **10** triggers Pics.io **11** 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 Pics.io 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 Pics.io can do together ### From Follow Up Boss to Pics.io - When **Deal Stage Updated** in Follow Up Boss then **Add assets to collection** in Pics.io - When **New Appointment** in Follow Up Boss then **Add keyword** in Pics.io ### From Pics.io to Follow Up Boss - When **Assets Added to Collection** in Pics.io then **Add Tags to a Contact** in Follow Up Boss - When **Assets Color Changed** in Pics.io 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 Pics.io ## Triggers and actions 18 triggers · 40 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 **Assets Added to Collection** Triggers when an asset is added to the selected Pics.io collection (including its nested collections). - Trigger **Assets Color Changed** Triggers when the color label on an asset in your Pics.io library is set or changed. - Trigger **Assets Flag Changed** Triggers when an asset's flag changes to flagged, unflagged or rejected in your Pics.io library. - Trigger **Assets Metadata Changed** Triggers when an asset's metadata (title, description, keywords, custom fields and other details) is changed in Pics.io. - Trigger **Assets Moved to Collection** Triggers when assets are moved into the chosen collection (or any collection inside it). - Trigger **Assets Raiting Changed** Triggers when an asset's star rating is changed in your Pics.io library. - Trigger **Metadata Processing Completed** Triggers when Pics.io finishes processing an asset's file metadata, including when metadata is reprocessed for an existing asset. - Trigger **New Asset** Triggers when a new asset is added to your Pics.io library, optionally limited to a collection, inbox, lightboard, type or other filters. - Trigger **New Collection** Triggers when a new collection is created directly inside the collection you choose (pick the root to watch top-level collections). - Trigger **New Comment** Triggers when a new comment is added to an asset in your Pics.io library. - Action **Add assets to collection** Adds one or more Pics.io assets to a collection, or moves them into it so they leave their other collections. - Action **Add keyword** Creates a new keyword in the Pics.io keyword tree, optionally nested under a parent keyword. - Action **Create Collection** Creates a new collection in Pics.io, optionally nested inside an existing parent collection. - Action **Delete collection** Deletes a collection from your Pics.io library. - Action **Find assets** Returns the assets in your Pics.io library that match a text search and optional filters such as collection, type, flag, rating, color or creation date. - Action **Find collections** Returns the collections whose name or description contains the text you search for. - Action **Find keywords** Returns the keywords in your Pics.io account whose name matches the search text. - Action **Get assets** Returns the full details of one or more Pics.io assets by their IDs. - Action **List custom fields** Returns every custom field defined in your Pics.io workspace, including each field's title, type, visibility and allowed options. - Action **Update asset** Updates an existing Pics.io asset by ID — its file name, title, description, rating, flag and color label — and returns the updated asset. Fields left blank are not changed. - Action **Update custom field values on assets** Sets the value of one custom field on one or more Pics.io assets at once. ## 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) - [ **Pics.io** Pics.io is a cloud service for digital assets management built on top of Google Drive.](https://apiant.ai/connections/pics-io) 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 Pics.io - [ **HubSpot to Pics.io** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-pics-io) - [ **Google Sheets to Pics.io** Google Sheets](https://apiant.ai/connect/google-sheets-to-pics-io) - [ **Gmail to Pics.io** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-pics-io) - [ **Google Calendar to Pics.io** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-pics-io) - [ **Google Drive to Pics.io** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-pics-io) - [ **Mailchimp to Pics.io** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-pics-io) Questions ## Follow Up Boss and Pics.io, 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 Pics.io when something happens in Follow Up Boss? Any of Pics.io's 11 actions, including Create Collection, Update asset, Update custom field values on assets and Add assets to collection. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Pics.io to Follow Up Boss? Yes. When something happens in Pics.io, your agent can act in Follow Up Boss too. This page covers both directions: Pics.io'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 Pics.io? 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 Pics.io 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.