Connect Follow Up Boss and Quaderno

Both apps 64Follow Up Boss 37Quaderno 27

• 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 Contact

  Triggers when a new contact is created in Quaderno.

• Trigger
  New Invoice

  Triggers when a new invoice is created in Quaderno.

• Trigger
  New Sale

  Triggers when a new sale is recorded in Quaderno, i.e. a new invoice or receipt is created.

• Action
  Add invoice payment

  Records a payment against a Quaderno invoice. When total payments reach the invoice amount, the invoice is marked as paid.

• Action
  Add product

  Creates a new product in Quaderno that can be used as a line item on invoices, credit notes and expenses.

• Action
  Add receipt

  Creates a paid receipt in Quaderno for a completed sale, with its customer, line items and payment method.

• Action
  Calculate tax rate

  Calculates the tax rate and tax amount that applies to a sale for a given customer location and product type.

• Action
  Create Contact

  Creates a new contact (customer or vendor) in Quaderno and returns the created contact.

• Action
  Create Estimate

  Creates an estimate (proforma) in Quaderno for a customer, with line items, dates and notes.

• Action
  Create Expense

  Creates an expense in Quaderno for a vendor, with its line items, and returns the new expense.

• Action
  Create Invoice

  Creates an invoice for a customer with line items; optionally records full payment so the invoice is marked paid.

• Action
  Create Paid Invoice

  Creates an invoice for a customer and records a full payment against it, so the invoice is marked paid.

• Action
  Create Sale

  Records a sale in Quaderno, which calculates taxes and issues the matching invoice or receipt for the customer.

• Action
  Delete contact

  Permanently deletes a contact (customer or vendor) from your Quaderno account.

• Action
  Find Contact

  Finds contacts whose name, email or tax ID matches the search text, or whose payment-processor ID matches.

• Action
  Find Sale

  Finds sales (invoices) by invoice number, customer name or PO number, payment processor transaction id, customer, state or issue date range, and returns the matches.

• Action
  Get contact

  Returns a single Quaderno contact (customer or vendor) by its ID.

• Action
  Get Estimate

  Returns a single estimate (proforma) by its id, including its number, customer, line items, taxes and totals.

• Action
  Get Expense

  Returns the details of an existing expense in your Quaderno account.

• Action
  Get invoice

  Returns a single invoice by its id, including number, contact, line items, taxes, totals and payments.

• Action
  Get product

  Returns a single product (item) from your Quaderno account by its id, including its name, code, price and tax settings.

• Action
  Get Receipt

  Returns a receipt by its id, including number, totals, taxes, contact and payment details.

• Action
  Update contact

  Updates an existing Quaderno contact. Fields left blank keep their current values.

• Action
  Update invoice

  Updates the editable fields of an existing invoice: PO number, tags, payment details, notes, custom metadata and billing address.

• Action
  Update product

  Updates an existing product in Quaderno. Only the fields you fill in are changed.

• Action
  Validate tax ID

  Checks whether a customer's tax ID (EU/UK VAT, ABN, NZBN, QST, Swiss UID) is valid and belongs to a real business.

• Action
  Void invoice

  Voids an existing invoice in Quaderno and returns the voided invoice.

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