--- title: "Connect Follow Up Boss and Sirv - APIANT.ai" description: "When \"Deal Stage Updated\" fires in Follow Up Boss, your agent runs \"Add Tags to File\" in Sirv." canonical: "https://apiant.ai/connect/follow-up-boss-to-sirv" --- # Connect Follow Up Boss and Sirv When **Deal Stage Updated** fires in [Follow Up Boss](https://apiant.ai/connections/follow-up-boss), your agent runs **Add Tags to File** in [Sirv](https://apiant.ai/connections/sirv), or **New File** in Sirv 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 Sirv **2** triggers Sirv **32** 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 Sirv 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 Sirv can do together ### From Follow Up Boss to Sirv - When **Deal Stage Updated** in Follow Up Boss then **Add Tags to File** in Sirv - When **New Appointment** in Follow Up Boss then **Upload File** in Sirv ### From Sirv to Follow Up Boss - When **New File** in Sirv then **Add Tags to a Contact** in Follow Up Boss - When **New Tagged File** in Sirv 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 Sirv ## Triggers and actions 10 triggers · 61 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 **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. ## 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) - [ **Sirv** Sirv is a Digital Asset Management system for storing, processing, and delivering images, videos, and 360...](https://apiant.ai/connections/sirv) 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 Sirv - [ **HubSpot to Sirv** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-sirv) - [ **Salesforce to Sirv** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-sirv) - [ **Google Sheets to Sirv** Google Sheets](https://apiant.ai/connect/google-sheets-to-sirv) - [ **Gmail to Sirv** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-sirv) - [ **Google Calendar to Sirv** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-sirv) - [ **Google Drive to Sirv** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-sirv) Questions ## Follow Up Boss and Sirv, 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 Sirv when something happens in Follow Up Boss? Any of Sirv's 32 actions, including Create Folder, Create Thumbnail, Update account and Upload File. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Sirv to Follow Up Boss? Yes. When something happens in Sirv, your agent can act in Follow Up Boss too. This page covers both directions: Sirv'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 Sirv? 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 Sirv 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.