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Connect Follow Up Boss to JotForm 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.