Connect Follow Up Boss to When I Work

Both apps 59Follow Up Boss 37When I Work 22

• 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.

• Action
  Add location

  Creates a new schedule (location) in the When I Work account and returns the created schedule.

• Action
  Add position

  Creates a position, such as Dishwasher or Server, in the When I Work account.

• Action
  Add time entry

  Creates a time entry on a user's timesheet in When I Work and returns the new entry.

• Action
  Add time off request

  Creates a time off request for a user, covering a start and end time, with an optional time off type and paid hours.

• Action
  Clock in

  Clocks a user in, starting a time entry for them. Returns the time entry, the user and the punches recorded on it.

• Action
  Clock out

  Clocks a When I Work user out and returns the time entry the clock-out belongs to.

• Action
  Create User

  Creates a new user in the When I Work account and returns the created user, optionally sending them an invitation.

• Action
  Delete shift

  Deletes a shift by its ID, optionally notifying the assigned user and removing later shifts in a repeating series. This cannot be undone.

• Action
  Delete user

  Deletes a user from the When I Work account, optionally deleting their future shifts as well. When I Work allows this to be reversed.

• Action
  Get account

  Returns the When I Work account for the connected login, including its company name, plan status, enabled features and settings. For a parent account, also returns its child accounts.

• Action
  Get shift

  Returns a single shift by its ID, including its breaks and any repeating series it belongs to. An error occurs if the shift is not found.

• Action
  Get user

  Returns a single When I Work user by ID, including their contact details, role, positions, schedules and pay information.

• Action
  List locations

  Returns all the schedules (locations) in the When I Work account, optionally only those not yet confirmed.

• Action
  List positions

  Returns all the positions in the When I Work account, optionally including deleted ones.

• Action
  List shifts

  Returns the shifts in a date range, optionally narrowed to a user or schedule, and optionally including open, unpublished or repeating shifts.

• Action
  List sites

  Returns all the sites in the When I Work account, optionally including deleted sites.

• Action
  List time entries

  Returns the time entries (timesheet records) in a date range, optionally limited to specific users, entries still clocked in, or entries updated since a given time.

• Action
  List time off requests

  Returns the time off requests that fall within a date range, optionally narrowed by user, schedule, status or type.

• Action
  List users

  Returns the users in the When I Work account, optionally narrowed by schedule or by a search on name or email, and optionally including pending or deleted users.

• Action
  Publish shifts

  Publishes a group of shifts so they become visible on the schedule, and returns the shifts that were published. It does not notify the assigned users.

• Action
  Update shift

  Updates an existing shift on the schedule, such as its times, assigned user, position, breaks or notes, and returns the updated shift.

• Action
  Update user

  Updates an existing user's contact details, role, positions, schedules, pay and access settings, and can reactivate a deleted user. Returns the updated user.

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