Connect Follow Up Boss to Apify on Stepper to automate your workflows. See the triggers and actions available for each app below.
When this happens in Follow Up Boss
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.
Do this in Apify
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.
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.
Update Person
Updates an existing person in Follow Up Boss.
Create Note
Creates a note attached to a person in Follow Up Boss.
Create Task
Creates a new task in Follow Up Boss.
Update Task
Updates an existing task in Follow Up Boss.
Create Deal
Creates a new deal in Follow Up Boss.
Update Deal
Updates an existing deal in Follow Up Boss.
Log Call
Logs a call record in Follow Up Boss.
Create Appointment
Creates a new appointment in Follow Up Boss.
Add Person to Action Plan
Enrolls a person in an action plan in Follow Up Boss.
Find Person
Finds a person in Follow Up Boss by email, phone, or name.
Make HTTP Request
Make an HTTP request to any URL with full control over method, headers, and body.