Connect Follow Up Boss and Pipedream

Both apps 73Follow Up Boss 37Pipedream 36

• 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 account

  Fires when a new app account appears in the project.

• Trigger
  New project

  Fires when a new project is created in the workspace.

• Action
  Create account

  Connect an app account on behalf of an end user.

• Action
  Create connect token

  Create a short-lived token that lets an end user connect an account.

• Action
  Create project

  Create a new project in your Pipedream workspace.

• Action
  Delete account

  Disconnect and remove a single connected account.

• Action
  Delete deployed trigger

  Remove a deployed trigger so it stops emitting events.

• Action
  Delete project

  Permanently remove a project from your workspace.

• Action
  Delete user

  Remove an end user and all of their connected accounts.

• Action
  Deploy trigger

  Deploy a trigger for an end user so it starts emitting events.

• Action
  Get account

  Retrieve the details of a single connected account.

• Action
  Get action

  Retrieve the definition of a single action.

• Action
  Get app

  Retrieve the details of a single app in Pipedream's catalog.

• Action
  Get component

  Retrieve the definition of a single component.

• Action
  Get deployed trigger

  Retrieve the details of a single deployed trigger.

• Action
  Get project

  Retrieve the details of a single project.

• Action
  Get trigger

  Retrieve the definition of a single trigger.

• Action
  List accounts

  List the app accounts your end users have connected in a project.

• Action
  List accounts for user

  List the accounts a specific end user has connected.

• Action
  List actions

  Browse the actions available to run for a project's apps.

• Action
  List apps

  Browse the apps available in Pipedream's integration catalog.

• Action
  List components

  Browse the components available in a project.

• Action
  List deployed triggers

  List the triggers currently deployed in a project.

• Action
  List projects

  List the projects in your Pipedream workspace.

• Action
  List trigger events

  Retrieve the recent events emitted by a deployed trigger.

• Action
  List triggers

  Browse the triggers available to deploy for a project's apps.

• Action
  List users

  List the end users who have connected accounts in a project.

• Action
  Proxy GET request

  Send an authenticated GET request to a connected app's API on behalf of an end user.

• Action
  Proxy PATCH request

  Send an authenticated PATCH request to a connected app's API on behalf of an end user.

• Action
  Proxy POST request

  Send an authenticated POST request to a connected app's API on behalf of an end user.

• Action
  Proxy PUT request

  Send an authenticated PUT request to a connected app's API on behalf of an end user.

• Action
  Run action

  Run an app action on behalf of an end user and return its result.

• Action
  Set trigger webhook

  Send a deployed trigger's events to one webhook address, replacing any addresses it currently sends to.

• Action
  Update deployed trigger

  Change the configuration of a deployed trigger.

• Action
  Update project

  Change the name or settings of an existing project.

• Action
  Validate connect token

  Check whether a Connect token is still valid.

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