--- title: "Connect Follow Up Boss and UniBee - APIANT.ai" description: "When \"Deal Stage Updated\" fires in Follow Up Boss, your agent runs \"Add Invoice\" in UniBee." canonical: "https://apiant.ai/connect/follow-up-boss-to-unibee" --- # Connect Follow Up Boss and UniBee When **Deal Stage Updated** fires in [Follow Up Boss](https://apiant.ai/connections/follow-up-boss), your agent runs **Add Invoice** in [UniBee](https://apiant.ai/connections/unibee), or **New Invoice Event** in UniBee 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 UniBee **9** triggers UniBee **20** 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 UniBee 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 UniBee can do together ### From Follow Up Boss to UniBee - When **Deal Stage Updated** in Follow Up Boss then **Add Invoice** in UniBee - When **New Appointment** in Follow Up Boss then **Add Payment** in UniBee ### From UniBee to Follow Up Boss - When **New Invoice Event** in UniBee then **Add Tags to a Contact** in Follow Up Boss - When **New Payment Event** in UniBee 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 UniBee ## Triggers and actions 17 triggers · 49 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 Invoice Event** Triggers when an invoice event occurs (created, paid, process, cancelled, failed, or reversed). - Trigger **New Payment Event** Triggers when a payment event occurs (created, authorised need, success, cancelled, or failure). - Trigger **New Refund Event** Triggers when a refund event occurs (created, success, failure, cancelled, or reversed). - Trigger **New Subscription Activated** Triggers when a subscription becomes active. - Trigger **New Subscription Event** Triggers when a subscription event occurs (created, activated, updated, cancelled, expired, etc.). - Trigger **New Subscription Onetime Addon Event** Triggers when a subscription onetime addon event occurs (created, success, cancelled, or expired). - Trigger **New Subscription Pending Update Event** Triggers when a subscription pending update event occurs (create, success, or cancelled). - Trigger **New User Event** Triggers when a user event occurs (created, updated, metric update, or subscription update). - Trigger **New User Plan Change** Triggers when a user subscription or subscription change occurs. - Action **Add Discount Code** Create a new discount/promo code. - Action **Add Invoice** Create a new invoice. - Action **Add Payment** Record/create a new payment. - Action **Add Plan** Create a new subscription plan. - Action **Add Product** Create a new product. - Action **Add Subscription** Create a new subscription for a user against a plan. - Action **Add User** Create a new customer/user record in UniBee. - Action **Cancel Subscription** Cancel a subscription immediately. - Action **Get Invoice** Fetch a single invoice's detail by invoice id. - Action **Get Payment** Fetch a single payment's detail by payment id. - Action **Get Plan** Fetch a single plan's detail by plan id. - Action **Get Subscription** Fetch a single subscription's detail by subscription id. - Action **Get User** Fetch a single user's profile by user id. - Action **List Discount Codes** List discount codes with pagination/filters. - Action **List Invoices** List invoices with pagination/filters. - Action **List Plans** List plans with pagination/filters. - Action **List Products** List products with pagination/filters. - Action **List Subscriptions** List subscriptions with pagination/filters. - Action **List Users** List/search customer users with pagination. - Action **Update User** Update an existing user's profile fields. ## 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) - [ **UniBee** UniBee is a subscription management and billing automation platform for SaaS and AI businesses.](https://apiant.ai/connections/unibee) 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 UniBee - [ **HubSpot to UniBee** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-unibee) - [ **Salesforce to UniBee** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-unibee) - [ **Slack to UniBee** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-unibee) - [ **Google Sheets to UniBee** Google Sheets](https://apiant.ai/connect/google-sheets-to-unibee) - [ **Gmail to UniBee** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-unibee) - [ **Google Calendar to UniBee** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-unibee) Questions ## Follow Up Boss and UniBee, 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 UniBee when something happens in Follow Up Boss? Any of UniBee's 20 actions, including Update User, Add Discount Code, Add Invoice and Add Payment. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from UniBee to Follow Up Boss? Yes. When something happens in UniBee, your agent can act in Follow Up Boss too. This page covers both directions: UniBee'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 UniBee? 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 UniBee 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.