Connect Follow Up Boss to Plumsail Documents

Both apps 59Follow Up Boss 37Plumsail Documents 22

• 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 HTML Watermark to PDF

  Adds an HTML watermark to a PDF document and returns a link to the watermarked PDF.

• Action
  Add Image Watermark to PDF

  Adds an image watermark to every chosen page of a PDF and returns a download link to the watermarked PDF.

• Action
  Add PDF Watermark to PDF

  Overlays a page from another PDF as a watermark on a PDF document and returns a download link to the result.

• Action
  Add Text Watermark to PDF

  Adds a text watermark to a PDF and returns a download link to the watermarked file.

• Action
  Compress PDF

  Compresses and optimizes a PDF document to reduce its size, and returns a download link to the compressed PDF.

• Action
  Convert CSV to Excel File (XLSX)

  Converts a CSV file into an Excel workbook (XLSX) and returns a download link to the result.

• Action
  Convert DOC to DOCX

  Converts a legacy Word DOC document into a DOCX file and returns a download link to the result.

• Action
  Convert DOCX to PDF

  Converts a Word DOCX document to PDF and returns a download link to the PDF.

• Action
  Convert PPT to PPTX

  Converts a PowerPoint PPT presentation to PPTX format and returns a download link to the converted file.

• Action
  Convert PPTX to PDF

  Converts a PowerPoint PPTX presentation into a PDF file and returns a download link.

• Action
  Convert to PDF

  Converts a document from a public URL into a PDF file and returns a download link to the PDF.

• Action
  Convert XLS to XLSX

  Converts a legacy Excel XLS file into an XLSX workbook and returns a download link to the result.

• Action
  Convert XLSX to PDF

  Converts an Excel XLSX spreadsheet into a PDF file and returns a download link to the result.

• Action
  Fill in PDF Form

  Fills in the fields of a fillable PDF form with the data you provide and returns a download link to the completed PDF.

• Action
  Fill Merge Fields in DOCX Document

  Fills the merge fields of a Word DOCX document with your data and returns a download link to the filled document.

• Action
  Generate Document From DOCX Template

  Creates a document from a Word DOCX template filled with your data and returns a download link to the result.

• Action
  Generate Document From Fillable PDF

  Generates a PDF document by filling a fillable PDF template with your data and returns a download link to the result.

• Action
  Generate Document From PPTX Template

  Creates a document from a PowerPoint PPTX template filled with your data and returns a download link to the result.

• Action
  Generate Document From XLSX Template

  Creates a document from an Excel XLSX template filled with your data and returns a download link to the result.

• Action
  Merge Any Files Into PDF

  Converts multiple files (documents, images, PDFs) and merges them into a single PDF, returning a download link.

• Action
  Merge DOCX Files

  Merges several Word (DOCX) documents into a single DOCX file and returns a download link to the result.

• Action
  Protect PDF

  Adds passwords and printing, editing, copying and annotation restrictions to a PDF file, and returns a link to the protected PDF.

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