Integration
Connect Follow Up Boss and VideoDB
When Deal Stage Updated fires in Follow Up Boss, your agent runs Add Collection in VideoDB, or New Video Uploaded & Indexed in VideoDB 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.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Follow Up Boss and VideoDB to do together?
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Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What Follow Up Boss and VideoDB can do together
From Follow Up Boss to VideoDB
When Deal Stage Updated in Follow Up Boss
then Add Collection in VideoDB
When New Appointment in Follow Up Boss
then Add Overlay / Watermark in VideoDB
From VideoDB to Follow Up Boss
When New Video Uploaded & Indexed in VideoDB
then Add Tags to a Contact in Follow Up Boss
When New Video Uploaded & Indexed in VideoDB
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 VideoDB
Triggers and actions 9 triggers · 50 actions
Trigger
Deal Stage UpdatedTriggers when a deal in Follow Up Boss is updated, including when it moves to a new pipeline stage.
Trigger
New AppointmentTriggers when a new appointment is created in Follow Up Boss.
Trigger
New ContactTriggers when a new contact is added in Follow Up Boss.
Trigger
New DealTriggers when a new deal is created in Follow Up Boss.
Trigger
New taskTriggers when a new task is created in Follow Up Boss, optionally limited to a person, assignee, type or due range.
Trigger
Person Stage UpdatedTriggers when a contact (person) in Follow Up Boss moves to a different stage.
Trigger
Tag Added to ContactTriggers when one or more tags are added to a contact in Follow Up Boss.
Trigger
Updated ContactTriggers when a contact is added or updated in Follow Up Boss.
Action
Add appointmentCreates an appointment in Follow Up Boss, optionally inviting users and contacts.
Action
Add CollaboratorsSets the collaborating users on a Follow Up Boss contact.
Action
Add Tags to a ContactAdds one or more tags to a Follow Up Boss contact, keeping the tags the contact already has.
Action
Apply an Action Plan to a ContactApplies an existing action plan to a Follow Up Boss contact.
Action
Change Stage of a ContactMoves a contact (person) in Follow Up Boss to a different stage.
Action
Create Contact Without Triggering Action PlansCreates a contact (person) in Follow Up Boss directly, without running lead-flow automations, agent notifications or action plans.
Action
Create DealCreates a deal in Follow Up Boss in the chosen pipeline stage, optionally linked to contacts and agents.
Action
Create NoteAdds a note to a contact (person) in Follow Up Boss.
Action
Create TaskCreates a task on a Follow Up Boss contact, optionally assigned to an agent with a due date and reminder.
Action
Delete contactDeletes a contact (person) from Follow Up Boss by its id.
Action
Find a ContactSearches Follow Up Boss contacts by email, phone, name, stage, tags and other criteria, and returns the matching people.
Action
Get Action Plan AssignmentReturns one action plan assignment — which action plan is applied to which contact, and its status.
Action
Get AppointmentReturns a single Follow Up Boss appointment by its ID.
Action
Get CallReturns a single call logged in Follow Up Boss, looked up by its ID.
Action
Get contactReturns a Follow Up Boss contact (person) by ID, including custom fields.
Action
Get dealReturns a single deal by its id, including its pipeline, stage, price, linked people and users, and any deal custom fields.
Action
Get NoteReturns a single note by its id, including its subject, body and the contact it belongs to.
Action
List Action Plan AssignmentsReturns the action plans applied to a contact, or the contacts on an action plan.
Action
List tasksReturns a list of tasks in Follow Up Boss, optionally filtered by contact, assigned agent, name, type, completion status or due date.
Action
List usersReturns the users (agents, brokers, lenders) in the Follow Up Boss account, optionally filtered by role, name or email.
Action
Log CallLogs a phone call on a Follow Up Boss contact, with its outcome, note and duration.
Action
Pause an Action Plan for a ContactPauses an action plan that is running for a contact, so its remaining steps stop until it is resumed.
Action
Reassign AgentReassigns a Follow Up Boss contact to a different agent, by user id or agent name.
Action
Send Inquiry or Website EventSends 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 appointmentUpdates an existing appointment in Follow Up Boss, such as its time, title, invitees, type or outcome.
Action
Update ContactUpdates an existing contact (person) in Follow Up Boss, including names, emails, phones, tags, stage, assignment and custom fields.
Action
Update dealUpdates an existing deal in Follow Up Boss, including its stage, people, agents, price, dates and custom field values.
Action
Update noteEdits an existing note's subject, content, or associated contact in Follow Up Boss.
Action
Update taskUpdates an existing task in Follow Up Boss, such as its name, type, assignee, related contact or completion status.
Trigger
New Video Uploaded & IndexedTriggered when a new video is uploaded to a VideoDB collection.
Action
Add CollectionCreates a new VideoDB collection to organize videos and scope search.
Action
Add Overlay / WatermarkPlaces an image (logo or watermark) over a VideoDB video at a chosen time and position, and returns a stream URL for the result.
Action
Ask Video (Q&A)Get the Q&A for a video.
Action
Auto-Chapter VideoSplits a video into scenes (chapters) using shot detection or fixed time segments. The job runs in the background; the result is available at the returned output URL.
Action
Auto-Dub VideoStarts an AI dubbing job that replaces a video's soundtrack with a version in another language, preserving the speaker's voice characteristics.
Action
Check Job StatusChecks the progress of a long-running VideoDB job (dubbing, generation, transcoding, indexing) and returns its status and, once finished, its result.
Action
Create Highlight ClipStarts an AI clip-generation job on an indexed video from a natural-language prompt describing the moments to include.
Action
Delete VideoPermanently delete a video and all its metadata, transcripts and indexes from VideoDB.
Action
Find Video MomentSearches one indexed video for the moments matching a spoken-word or visual query, returning each match's start and end time, text and score.
Action
Generate ImageGenerates an image from a text prompt using VideoDB's AI generation. Generation runs asynchronously; the result returns a job id and an address to check for the finished image.
Action
Generate SubtitlesGenerates subtitles for a video using VideoDB service.
Action
Generate VideoStarts an AI video generation job from a text prompt and saves the result to a collection.
Action
Generate Voice-OverConverts text into AI-generated speech (a voice-over audio asset) in a VideoDB collection. Generation runs as a job; check its result with Check Job Status or a callback URL.
Action
Get CollectionRetrieve the details of one VideoDB collection by its id.
Action
Get Meeting AssetsGet a meeting recording's status and recorded video URL.
Action
Get TranscriptGet the transcript of a video.
Action
Get Video MetadataGet metadata for a video.
Action
List CollectionsRetrieve all collections in your VideoDB account, including the default collection.
Action
List VideosLists the videos in a VideoDB collection.
Action
Summarize VideoAsks VideoDB's AI to summarize a video using your own instructions. Summarization usually runs as a background job: use Check Job Status with the returned job id to fetch the finished summary.
Action
Upload & Index VideoUploads a video from a URL into a VideoDB collection, waits for the upload to finish, then starts indexing it (spoken words by default) and returns the indexing job.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
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Questions
Follow Up Boss and VideoDB, 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 VideoDB when something happens in Follow Up Boss?
Any of VideoDB's 21 actions, including Create Highlight Clip, Upload & Index Video, Add Collection and Add Overlay / Watermark. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from VideoDB to Follow Up Boss?
Yes. When something happens in VideoDB, your agent can act in Follow Up Boss too. This page covers both directions: VideoDB'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 VideoDB?
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 VideoDB 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.