Automate Follow Up Boss for free on Stepper

New Person

Triggers when a new person (contact/lead) is created in Follow Up Boss.

New or Updated Person

Triggers when a person is created or updated in Follow Up Boss.

New Note

Triggers when a new note is added to a person in Follow Up Boss.

New Task

Triggers when a new task is created in Follow Up Boss.

New or Updated Task

Triggers when a task is created or updated in Follow Up Boss (including completion).

New Deal

Triggers when a new deal is created in Follow Up Boss.

New or Updated Deal

Triggers when a deal is created or updated in Follow Up Boss.

New Call

Triggers when a new call is logged in Follow Up Boss.

New Appointment

Triggers when a new appointment is created in Follow Up Boss.

Create or Update Person (via Event)

Creates or updates a person by sending an event to Follow Up Boss. This is the recommended method for lead ingestion as it triggers automations, deduplication, agent assignment, and action plans.

• 18 parameters
• Source
• Event Type
• First Name
• Last Name
• Email
• Phone
• Message
• Description
• Tags
• Stage
• Assigned To
• Property Street
• Property City
• Property State
• Property Zip Code
• MLS Number
• Property Price
• Property URL

Create Person

Creates a new person directly in Follow Up Boss. Note: for lead ingestion with automations, use "Create or Update Person (via Event)" instead.

• 18 parameters
• First Name
• Last Name
• Email
• Phone
• Stage
• Source
• Contacted
• Price
• Assigned Agent
• Pond
• Assigned Lender
• Background
• Tags
• Timeframe
• Street Address
• City
• State
• Zip Code

Update Person

Updates an existing person in Follow Up Boss.

• 14 parameters
• Person
• First Name
• Last Name
• Email
• Phone
• Stage
• Contacted
• Price
• Assigned Agent
• Pond
• Assigned Lender
• Background
• Tags
• Timeframe

Create Note

Creates a note attached to a person in Follow Up Boss.

• 2 parameters
• Person
• Note Body

Create Task

Creates a new task in Follow Up Boss.

• 4 parameters
• Task Type
• Person
• Assigned To
• Due Date

Update Task

Updates an existing task in Follow Up Boss.

• 6 parameters
• Task
• Task Type
• Assigned To
• Due Date
• Description
• Completed

Create Deal

Creates a new deal in Follow Up Boss.

• 10 parameters
• Deal Name
• Pipeline
• Price
• People
• Agents
• Description
• Property Address
• Property City
• Property State
• Property Zip Code

Update Deal

Updates an existing deal in Follow Up Boss.

• 5 parameters
• Deal
• Deal Name
• Pipeline
• Price
• Description

Log Call

Logs a call record in Follow Up Boss.

• 7 parameters
• Person
• Phone Number
• Direction
• Duration (seconds)
• Outcome
• Note
• Recording URL

Create Appointment

Creates a new appointment in Follow Up Boss.

• 7 parameters
• Title
• Person
• Start Time
• End Time
• Location
• Description
• Appointment Type

Add Person to Action Plan

Enrolls a person in an action plan in Follow Up Boss.

• 2 parameters
• Person
• Action Plan

Find Person

Finds a person in Follow Up Boss by email, phone, or name.

• 2 parameters
• Search By
• Search Value

Make HTTP Request

Make an HTTP request to any URL with full control over method, headers, and body.