Triggers
Tag Added to Contact in Follow Up Boss
Instant
Fires when a tag is added to a contact in Follow Up Boss.
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New Contact in Follow Up Boss
Instant
Fires when a new contact is created in Follow Up Boss.
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New Deal in Follow Up Boss
Instant
Fires when a new deal is created in Follow Up Boss in Follow Up Boss.
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Person Stage Updated in Follow Up Boss
Instant
Fires when a contact's stage is updated in Follow Up Boss in Follow Up Boss.
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Deal Stage Updated in Follow Up Boss
Instant
Fires when the stage of a deal is updated in Follow Up Boss in Follow Up Boss.
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New Appointment in Follow Up Boss
Instant
Fires when a new appointment is created in Follow Up Boss.
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Actions
New Inquiry or Website Event in Follow Up Boss
Write
Notify Follow Up Boss when a new inquiry is received or an event on your website happens. For example, someone inquiries about a property, views or saves property as a favorite, an IDX registration or contact form. This will trigger action plans if a new lead is created from the event in Follow Up Boss
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Pause an Action Plan for a Contact in Follow Up Boss
Write
Pauses a selected action plan for a contact in Follow Up Boss
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Change Stage of a Contact in Follow Up Boss
Write
Changes the stage of an existing contact in Follow Up Boss
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Find a Contact in Follow Up Boss
Write
Search for a contact by email, phone number, or Follow Up Boss ID in Follow Up Boss
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Reassign Agent in Follow Up Boss
Write
Assign a different agent to this contact in Follow Up Boss
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Create or Update Contact Without Triggering Action Plans in Follow Up Boss
Write
Creates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans in Follow Up Boss
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Apply an Action Plan to a Contact in Follow Up Boss
Write
Applies a selected action plan to a contact in Follow Up Boss
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Add Collaborators in Follow Up Boss
Write
Adds selected users as collaborated on a given contact in Follow Up Boss
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