Connect Follow Up Boss and Toggl Track

Both apps 80Follow Up Boss 37Toggl Track 43

• 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 Activity (Any Type)

  Triggers when any record in the chosen Toggl Track workspace is created, updated or deleted (time entries, projects, clients, tags, tasks and more).

• Trigger
  New Client

  Triggers when a new client is added to the selected Toggl Track workspace.

• Trigger
  New Project

  Triggers when a new project is created in the selected Toggl Track workspace.

• Trigger
  New Tag

  Triggers when a new tag is created in a Toggl Track workspace.

• Trigger
  New Task

  Triggers when a new task is created in a Toggl Track workspace.

• Trigger
  New Time Entry

  Triggers when a new time entry is added for the connected Toggl Track user.

• Trigger
  New Time Entry Started

  Triggers when a new time entry is started (or otherwise added) for the connected Toggl Track user.

• Trigger
  New Workspace

  Triggers when the connected Toggl Track user gains access to a new workspace.

• Action
  Add Project Member

  Adds a user to a project in a Toggl Track workspace, optionally as project manager with a custom hourly rate or labor cost.

• Action
  Create Client

  Creates a new client in a Toggl Track workspace.

• Action
  Create Group

  Creates a user group in a Toggl Track organization, optionally assigning users and workspaces to it.

• Action
  Create Project

  Creates a new project in a Toggl Track workspace.

• Action
  Create Tag

  Creates a new tag in a Toggl Track workspace.

• Action
  Create Task

  Creates a task in a Toggl Track project.

• Action
  Create Time Entry

  Creates a time entry in a Toggl Track workspace, either completed (with a stop time or duration) or running.

• Action
  Create User Invitation

  Invites one or more people by email to a Toggl Track organization and its workspaces. Returns the created invitations.

• Action
  Delete Client

  Deletes a client from a Toggl Track workspace.

• Action
  Delete Project

  Deletes a project from a Toggl Track workspace, optionally deleting or unassigning its time entries.

• Action
  Delete Tag

  Deletes a tag from a Toggl Track workspace.

• Action
  Delete Task

  Deletes a task from a project in a Toggl Track workspace.

• Action
  Delete Time Entry

  Deletes a time entry from a Toggl Track workspace.

• Action
  Fetch Groups

  Returns the user groups in a Toggl Track organization, with their member users and assigned workspaces, optionally filtered by name or workspace.

• Action
  Find Client

  Finds clients in a Toggl Track workspace whose name contains the given text.

• Action
  Find Project

  Finds projects in a Toggl Track workspace by name, with optional filters such as client, status and billable.

• Action
  Find Tag

  Finds tags in a Toggl Track workspace whose name contains the text you give.

• Action
  Find Task

  Searches a workspace's tasks by name and returns the matching tasks, optionally narrowed to one project or by active state.

• Action
  Find Time Entries (Detailed Reports)

  Searches a workspace's detailed report and returns the time entries that match the given dates and filters.

• Action
  Find Time Entries (Summary Reports)

  Returns a summary report of time entries in a workspace for a date range, grouped (for example by project and user) and filtered by description, projects, clients, tags, tasks or users.

• Action
  Find Time Entry

  Returns a single time entry, looked up by its id, that the connected user can access.

• Action
  Find User

  Finds users in a Toggl Track workspace whose name or email matches the text you supply.

• Action
  Get Current time entry

  Returns the time entry currently running for the connected Toggl Track user, if any.

• Action
  Get Current User

  Returns the profile of the Toggl Track user whose account is connected, optionally with their clients, projects, tasks, tags, workspaces and time entries.

• Action
  Get Project Members

  Returns the members of one or more projects in a Toggl Track workspace, including whether each member is a project manager and their rates.

• Action
  List of Workspace Users

  Returns the users who belong to a Toggl Track workspace, directly or through a group, optionally filtered by name, email or status.

• Action
  Start Time Entry

  Starts a new running time entry in a Toggl Track workspace.

• Action
  Stop Time Entry

  Stops a running time entry in a Toggl Track workspace and returns the stopped entry.

• Action
  Update Client

  Updates the name, notes or external reference of an existing client in a Toggl Track workspace.

• Action
  Update Project

  Updates an existing project in a Toggl Track workspace — its name, client, color, dates, billing and other settings. Only the fields you fill in are changed.

• Action
  Update Project Member

  Updates a user's membership on a Toggl Track project, such as their manager role, hourly rate or labor cost.

• Action
  Update Tag

  Renames an existing tag in a Toggl Track workspace.

• Action
  Update Task

  Updates an existing task in a Toggl Track project, changing its name, assignee, estimate, external reference, or done status.

• Action
  Update Time Entry

  Updates an existing time entry in a Toggl Track workspace. Only the fields you fill in are changed.

• Action
  Update User

  Updates the profile of the connected Toggl Track user, such as full name, email, timezone, default workspace, first day of the week or password. Only the fields you fill in are changed.

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