Connect Follow Up Boss and Zoho Sheet

Both apps 57Follow Up Boss 37Zoho Sheet 20

• 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 or Updated Row (WorkDrive)

  Triggers when a new row is added or an existing row is modified in a specified worksheet.

• Trigger
  New Row (WorkDrive)

  Triggers when a new row is created in a specified worksheet.

• Trigger
  New Workbook

  Triggered when a new workbook is created in Zoho Sheet.

• Trigger
  Updated Column

  Fires when a cell inside the chosen column(s) of a Zoho Sheet worksheet is changed.

• Trigger
  Updated Column (WorkDrive)

  Triggers when the value of a particular column is set on both new and updated rows. The corresponding row data is returned along with this trigger.

• Action
  Create Row

  Adds one or more rows to a worksheet in a Zoho Sheet workbook, matching values to columns by the header row.

• Action
  Create Row (WorkDrive)

  Adds one or more rows to a worksheet in a Zoho Sheet workbook (including workbooks stored in Zoho WorkDrive), matching values to the table's header columns.

• Action
  Create Worksheet

  Adds a new worksheet (tab) to a Zoho Sheet workbook.

• Action
  Create Worksheet (WorkDrive)

  Creates a new worksheet in the specified workbook.

• Action
  Delete Row

  Deletes a particular row based on its index.

• Action
  Delete Row (WorkDrive)

  Deletes a particular row based on its index.

• Action
  List Worksheets

  Lists the worksheets (tabs) in a workbook via worksheet.list.

• Action
  Search and Delete Row

  Deletes the row(s) in a Zoho Sheet worksheet that match a search criteria, removing them so the rows below move up.

• Action
  Search and Delete Row (WorkDrive)

  Finds the rows in a worksheet of a WorkDrive-stored Zoho Sheet workbook that match a search criteria and deletes them.

• Action
  Search and Update Row

  Searches and then updates a row based on some criteria.

• Action
  Search and Update Row (WorkDrive)

  Finds the rows in a Zoho Sheet worksheet (stored in WorkDrive) that match a criteria and updates them with new column values.

• Action
  Search Row

  Returns the rows of a Zoho Sheet worksheet that match the specified criteria.

• Action
  Search Row - Workdrive Users

  Returns the rows of a Zoho Sheet worksheet (stored in WorkDrive) that match the specified criteria.

• Action
  Update Row

  Updates one row of a Zoho Sheet worksheet, identified by its row number, with new values keyed by column header.

• Action
  Update Row (WorkDrive)

  Updates one row of a worksheet in a Zoho Sheet workbook stored in WorkDrive, identified by its row number, with new values keyed by column header.

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