Connect Follow Up Boss and Sirv

Both apps 71Follow Up Boss 37Sirv 34

• 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 File

  Triggers when a new file appears in a folder of your Sirv account, and hands on that file's name, type, size and dimensions.

• Trigger
  New Tagged File

  Triggered when a new file carrying the chosen tag appears in your Sirv account.

• Action
  Add Advanced Watermark

  Builds the Sirv image URL that shows one of your images with a watermark laid over it, using the position, size, opacity and rotation you choose.

• Action
  Add Canvas or Border

  Puts a coloured canvas and/or border around a Sirv image and returns the new image URL. Nothing is re-uploaded — the original file is untouched.

• Action
  Add Tags to File

  Adds meta tags to a file in your Sirv account.

• Action
  Apply Color Effects

  Adjusts the colours of a Sirv image — hue, saturation, lightness, tint, tone and levels — and returns the new image URL. The original file is untouched.

• Action
  Convert Spin to Video

  Turns a 360 spin stored in your Sirv account into an MP4 video and returns the path of the video that was created.

• Action
  Convert Video to Spin

  Converts a video in your Sirv account into a 360-degree spin and returns the spin that was created.

• Action
  Copy File

  Copies a file in your Sirv account to another path, leaving the original in place.

• Action
  Create Folder

  Creates an empty folder in your Sirv account at the path you give.

• Action
  Create Thumbnail

  Builds the Sirv image URL that serves a resized, optionally cropped thumbnail of one of your images.

• Action
  Delete File

  Deletes a file, or an empty folder, from your Sirv account.

• Action
  Delete file tags

  Removes one or more tags from a file in your Sirv account.

• Action
  Download File

  Downloads a file from your Sirv account and returns its contents.

• Action
  Fetch File From URL

  Pulls a file from a web address straight into your Sirv account, saving it at the path you choose, and reports whether the fetch succeeded.

• Action
  Find File

  Searches the files in your Sirv account by name, folder, type, size, tags, description or date, and returns the matching files.

• Action
  Get API Limits

  Returns your Sirv API rate limits and how much of each you have used.

• Action
  Get batch delete job

  Returns the progress and results of a batch delete job you started earlier.

• Action
  Get CDN URL

  Returns the public web address of a file in your Sirv account.

• Action
  Get File Info

  Returns the details Sirv holds on one file — its type, size, dates and image information.

• Action
  Get File Metadata

  Returns everything Sirv stores about a file: its title, description, tags, product details and any other metadata held against it.

• Action
  Get File Tags

  Returns the tags attached to a file in your Sirv account.

• Action
  Get product metadata

  Returns the product information stored on a file in your Sirv account.

• Action
  Get Storage Info

  Returns how much storage your Sirv account is using and how much it is allowed.

• Action
  Get Usage Report

  Returns how much your Sirv account has served — the number of file requests and the bytes transferred, broken down by day.

• Action
  Get ZIP Job

  Returns the progress and results of a zip job, including the archive it produced.

• Action
  List Folder Contents

  Lists the files and sub-folders inside a folder of your Sirv account, with each item's name, size, type and when it was last changed.

• Action
  Make API Call

  Makes any Sirv API call you specify, for endpoints that do not yet have their own action. You supply the method, the path and any data; the connected account's credentials are applied for you.

• Action
  Rename or Move File

  Renames a file or folder, or moves it to another folder, by giving its new path.

• Action
  Set File Metadata

  Sets the title, description, tags and product details held against a file in your Sirv account. Anything left blank is left as it is.

• Action
  Set Product Metadata

  Attaches product details — code, name, brand and categories — to a file in your Sirv account.

• Action
  Update account

  Changes your Sirv account settings — file minification and where missing files are fetched from. Only the settings you fill in are sent; the rest are left as they are.

• Action
  Upload File

  Uploads a file to your Sirv account from a web address.

• Action
  Zip Files

  Starts a job that packs the files and folders you name into a single zip in your Sirv account, and returns the job so you can check when it is ready.

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