Follow Up Boss

The Follow Up Boss modules allow you to watch, create, update, list, retrieve, and delete the contacts, tasks, calls, deals, notes, and appointments in your Follow Up Boss account.

Getting Started with Follow Up Boss

Prerequisites

  • A Follow Up Boss account

In order to use Follow Up Boss with Make, it is necessary to have a Follow Up Boss account. If you do not have one, you can create a Follow Up Boss account at app.followupboss.com/signup/v2.

Note

The module dialog fields that are displayed in bold (in the Make scenario, not in this documentation article) are mandatory!

To connect your Follow Up Boss account to Make you need to obtain the API Key from your Follow Up Boss account and insert it in the Create a connection dialog in the Make module.

1. Log in to your Follow Up Boss account and open your Dashboard.

2. Click Admin > More > API.

61f26d1c915cc.gif

3. Click Show and Copy the API Key to your clipboard.

61f26d1f17a3f.png

4. Go toMake and open the Follow Up Boss module's Create a connection dialog.

61f26d20464f2.gif

5. In the Connection name field, enter a name for the connection.

6. In the API Key field, enter the API key copied in step 3, and click Continue.

The connection has been established.

Watch New Contact

Triggers when a contact has been created.

Webhook Name

Enter a name for the webhook.

Connection

Establish a connection to your Follow Up Boss account.

Watch Tags Added to a Contact

Triggers when tags have been added to a contact.

Webhook Name

Enter a name for the webhook.

Connection

Establish a connection to your Follow Up Boss account.

Watch Contact Stage Updated

Triggers when a contact stage has been updated.

Webhook Name

Enter a name for the webhook.

Connection

Establish a connection to your Follow Up Boss account.

Search Contacts

Searches for contacts.

Connection

Establish a connection to your Follow Up Boss account.

Last Activity After

Enter the date and time to search the contacts whose last activity is on or after the specified time.

Last Activity Before

Enter the date and time to search the contacts whose last activity is on or before the specified time.

Name

Enter the contact's name to search the contacts with the specified name.

First Name

Enter the contact's first name to search the contacts with the specified name.

Last Name

Enter the contact's last name to search the contacts with the specified name.

Email

Enter the contact's email address whose details you are searching for.

Phone

Enter the phone number to search the contacts with the specified phone number.

Stage

Select the contact status whose details you are searching for. For example, lead, pending, closed.

Source

Enter the source details to search the contacts received from the specified source.

Assigned To

Select the user to search the contacts assigned to the specified user.

Assigned User ID

Select the User ID to search the contacts assigned to the specified user.

Assigned Lender Name

Select the lender name to search the contacts associated with the specified lender.

Assigned Lender ID

Select the Lender ID to search the contacts associated with the specified ID.

Contacted

Select whether to search the contacts that were contacted.

Price Above

Enter the price to search the contacts that have given a price above the specified price.

Price Below

Enter the price to search the contacts that have given a price below the specified price.

Smart List ID

Select the List ID to search the contacts in the selected list.

Trash

Select whether to search the contacts in the trash or deleted them.

Tags

Enter the tags or keywords to search contacts with the specified tags.

Sort By

Select the option to filter the contacts based on the specified field. For example, calls incoming, created date.

Limit

Set the maximum number of contacts Make should return during one scenario execution cycle.

Fields

Add the fields to search the contacts based on the specified fields. For example, firstName, lastName. The field, allFields returns contacts with allFields including custom fields.

Get a Contact

Retrieves contact details specified by ID.

Connection

Establish a connection to your Follow Up Boss account.

Contact ID

Select the Contact ID whose details you want to retrieve.

Create a Contact

Creates a contact.

Connection

Establish a connection to your Follow Up Boss account.

Deduplicate

Select the Contact ID whose details you want to retrieve.

Created At

Enter the date and time when the contact is created. See the list of supported date and time formats.

First Name

Enter the contact's first name.

Last Name

Enter the contact's last name.

Stage

Enter the contact's status. For example, closed, pending.

Source

Enter the source from where you received the contact details. This can only be set once and cannot be updated later via an API call. For example, Tech Show.

Source URL

Enter the source URL address from where you received the contact details. This can only be set once and cannot be updated later via an API call.

Contacted

Select whether the contact has been contacted.

Price

Enter the price for which contact wants to buy or sell.

Assigned To

Select the user to which the contact is assigned.

Assigned User ID

Select the User ID to which the contact is assigned.

Assigned Lender Name

Select the lender name with which the contact is associated with.

Assigned Lender ID

Select the Lender ID with which the contacts are associated with.

Emails

Add the email address of the contact. You can multiple emails but the first email address in the list will be the primary email address.

Phones

Add the phone numbers of the contact. You can multiple phone numbers but the first one on the list will be the primary phone number.

Tags

Add the tags for the contact.

Background Information

Enter the background details of the contact.

Collaborators

Select the users who will collaborate with the contact.

Spouse Name

Enter the contact's spouse's name.

Commission

Enter the commission applicable for the contact.

Close Date

Enter the contact's deal closing date. See the list of supported date and time formats.

Birthday

Enter the contact's date of birth. See the list of supported date and time formats.

Website

Enter the contact's or the contact's company's website URL address.

Update a Contact

Updates a client specified by ID.

Connection

Establish a connection to your Follow Up Boss account.

Contact ID

Select the Contact ID whose details you want to update.

See the Create a Contact for field descriptions.

Add Tags to a Contact

Adds tags to a contact.

Connection

Establish a connection to your Follow Up Boss account.

Contact ID

Select the Contact ID to which you want to add the tags.

Tags

Add the tags for the contact.

Delete a Contact

Deletes a contact specified by ID.

Connection

Establish a connection to your Follow Up Boss account.

Contact ID

Select the Contact ID you want to delete.

Search Tasks

Searches for tasks.

Connection

Establish a connection to your Follow Up Boss account.

Person ID

Select the Person ID whose tasks you want to search.

Assigned To

Select the user to search the tasks assigned to the specified user.

Assigned User ID

Select the User ID to search the tasks assigned to the specified ID.

Name

Enter the task name to search for the tasks which match the specified name.

Task Type

Select the task type you want to search:

  • Appointment

  • Call

  • Email

  • Follow Up

  • Showing

  • Closing

  • Open House

  • Thank You

Is Completed

Select whether the task you are searching for is completed.

Due

Enter the date when the task is due to complete. See the list of supported date and time formats.

Due Start

Enter the date when the task starts. See the list of supported date and time formats.

Due End

Enter the date when the task ends. See the list of supported date and time formats.

Limit

Set the maximum number of tasks Make should return during one scenario execution cycle.

Get a Task

Retrieves task details specified by ID.

Connection

Establish a connection to your Follow Up Boss account.

Task ID

Select the Task ID whose details you want to retrieve.

Create a Task

Create a task for a contact.

Connection

Establish a connection to your Follow Up Boss account.

Person ID

Select the Person ID to whom the task is related to.

Assigned To

Select the user to whom you want to assign this task.

Assigned User ID

Select the User ID to whom you want to assign this task.

Name

Enter the task name.

Task Type

Select the task type:

  • Appointment

  • Call

  • Email

  • Follow Up

  • Showing

  • Closing

  • Open House

  • Thank You

Is Completed

Select whether the task is completed.

Due Date

Enter the date by when the task must be completed. See the list of supported date and time formats.

Remind Seconds Before

Enter the seconds before which a reminder for the task to be sent via email and desktop notification to the assigned user. This is only available for tasks with a due time set.

Update a Task

Updates a task specified by ID.

Connection

Establish a connection to your Follow Up Boss account.

Task ID

Select the Task ID whose details you want to update.

Person ID

Select the Person ID to whom the task is related.

Assigned To

Select the user to whom you want to assign this task.

Assigned User ID

Select the User ID to whom you want to assign this task.

Name

Enter the task name.

Task Type

Select the task type:

  • Appointment

  • Call

  • Email

  • Follow Up

  • Showing

  • Closing

  • Open House

  • Thank You

Is Completed

Select whether the task is completed.

Due Date

Enter the date by when the task must be completed. See the list of supported date and time formats.

Remind Seconds Before

Enter the seconds before which a reminder for the task to be sent via email and desktop notification to the assigned user. This is only available for tasks with a due time set.

Delete a Task

Deletes a task specified by ID.

Connection

Establish a connection to your Follow Up Boss account.

Task ID

Select the Task ID you want to delete.

Apply an Action Plan to a Contact

Applies a selected action plan to contact.

Connection

Establish a connection to your Follow Up Boss account.

Contact ID

Select the Contact ID to whom you want to apply an action plan.

Action Plan ID

Select the Action Plan ID which you want to apply to the contact.

Update an Action Plan for a Contact

Allows to resume or to pause an action plan for a specific contact.

Connection

Establish a connection to your Follow Up Boss account.

Action Plan Person ID

Select the Person ID to whose action plan you want to update.

Action Plan Status

Select the status of the action plan:

  • Running

  • Paused

Search Calls

Searches for calls.

Connection

Establish a connection to your Follow Up Boss account.

Person ID

Select the Person ID whose calls you want to search.

Limit

Set the maximum number of calls Make should return during one scenario execution cycle.

Get a Call

Retrieves call details specified by ID.

Connection

Establish a connection to your Follow Up Boss account.

Call ID

Select the Call ID whose details you want to retrieve.

Log a Call

Logs a call on a contact.

Connection

Establish a connection to your Follow Up Boss account.

Person ID

Select the Person ID whose calls you want to log.

Is Coming

Select whether you want to log an incoming call.

Phone Number

Enter the phone number whose calls you want to log.

Note

Enter the log message entered for this call.

Outcome

Select the outcome of the call:

  • Interested

  • Not Interested

  • Left Message

  • No Answer

  • Bad Number

Duration

Enter the call duration of the call in seconds you want to log.

Watch New Deal

Triggers when a new deal has been created.

Webhook Name

Enter a name for the webhook.

Connection

Establish a connection to your Follow Up Boss account.

Watch Deal Stage Updated

Triggers when a deal stage has been updated.

Webhook Name

Enter a name for the webhook.

Connection

Establish a connection to your Follow Up Boss account.

Search Deals

Searches for deals.

Connection

Establish a connection to your Follow Up Boss account.

Pipeline ID

Select the Pipeline ID of the deals you are searching for:

  • Buyers

  • Sellers

User ID

Select the User ID whose deals you want to search.

Person ID

Select the Person ID whose deals you want to search.

Include Deleted

Select whether you want to include the deleted deals in search results.

Include Archived

Select whether you want to include the archived deals in search results.

Status

Select the status of the deal you want to search:

  • Active

  • Archive

  • Deleted

Limit

Set the maximum number of deals Make should return during one scenario execution cycle.

Get a Deal

Retrieves details of a deal specified by ID.

Connection

Establish a connection to your Follow Up Boss account.

Deal ID

Select the Deal ID whose details you want to retrieve.

Create a Deal

Creates a new deal.

Connection

Establish a connection to your Follow Up Boss account.

Name

Enter the name of the deal.

Pipeline ID

Select the Pipeline ID for the deal:

  • Buyers

  • Sellers

Description

Enter the details of the deal.

People IDs

Add the People IDs associated with this deal.

User IDs

Add the User IDs who are part of this deal.

Price

Enter the amount associated with this deal.

Project Close Date

Enter the date by when this deal should be closed.

Order Weight

Enter the deal order details.

Commission Value

Enter the commission applicable for this deal.

Update a Deal

Updates a deal specified by ID.

Connection

Establish a connection to your Follow Up Boss account.

Name

Enter the name of the deal.

Pipeline ID

Select the Pipeline ID for the deal:

  • Buyers

  • Sellers

Pipeline Stage ID

Select the Pipeline Stage ID of the deal. For example, listed, offer.

Description

Enter the details of the deal.

People IDs

Add the People IDs associated with this deal.

User IDs

Add the User IDs who are part of this deal.

Price

Enter the amount associated with this deal.

Project Close Date

Enter the date by when this deal should be closed.

Order Weight

Enter the deal order details.

Commission Value

Enter the commission applicable for this deal.

Delete a Deal

Deletes a deal specified by ID.

Connection

Establish a connection to your Follow Up Boss account.

Deal ID

Select the Deal ID you want to delete.

Search Notes

Searches for notes.

Connection

Establish a connection to your Follow Up Boss account.

Person ID

Select the Person ID whose notes you want to search.

Limit

Set the maximum number of notes Make should return during one scenario execution cycle.

Get a Note

Retrieves details of a note specified by ID.

Connection

Establish a connection to your Follow Up Boss account.

Note ID

Select the Note ID whose details you want to retrieve.

Create a Note

Creates a note on a contact.

Connection

Establish a connection to your Follow Up Boss account.

Note ID

Select the Note ID whose details you want to update.

Person ID

Select the Person ID associated with the note.

Subject

Enter the title or subject line of the note.

Body

Enter the note text.

Is HTML

Select whether the note is in HTML format.

Update a Note

Updates a note specified by ID.

Connection

Establish a connection to your Follow Up Boss account.

Person ID

Select the Person ID associated with the note.

Subject

Enter the title or subject line of the note.

Body

Enter the note text.

Is HTML

Select whether the note is in HTML format.

Delete a Note

Deletes a note specified by ID.

Connection

Establish a connection to your Follow Up Boss account.

Note ID

Select the Note ID you want to delete.

Watch Appointment Created

Triggers when an appointment has been created.

Webhook Name

Enter a name for the webhook.

Connection

Establish a connection to your Follow Up Boss account.

Create an Inquiry or a Website Event

Sends in a lead or event related to a lead.

Connection

Establish a connection to your Follow Up Boss account.

Source Name

Enter the source details of the lead.

System Name

Enter the system name used in providing leads. For example, Zillow.

Event Type

Select the event type. For example, registration, seller inquiry.

Message

Enter the message text about the inquiry.

First Name

Enter the contact's first name who is making this inquiry.

Last Name

Enter the contact's last name who is making this inquiry.

Stage

Select the contact's status. For example, lead, pending.

Source

Enter the source from where you received the lead. For example, conference.

Source URL

Enter the source URL address from where you received the lead. For example, conference.

Contacted

Select whether the contact has been contacted.

Price

Enter the price for which contact wants to buy or sell.

Assigned To

Select the user to which the contact is assigned.

Assigned User ID

Select the User ID to which the contact is assigned.

Assigned Lender Name

Select the lender name with which the contact is associated with.

Assigned Lender ID

Select the Lender ID with which the contact is associated with.

Emails

Add the email address of the contact. You can multiple emails but the first email address in the list will be the primary email address.

Phones

Add the phone numbers of the contact. You can multiple phone numbers but the first one on the list will be the primary phone number.

Addresses

Add the contact's address. For example, home address, work address.

Tags

Add the tags for the contact.

Spouse Name

Enter the contact's spouse's name.

Commission

Enter the commission applicable for this contact.

Close Date

Enter the contact's deal closing date. See the list of supported date and time formats.

Birthday

Enter the contact's date of birth. See the list of supported date and time formats.

Website

Enter the contact's or the contact's company's website URL address.

Street Address

Enter the contact's property's street address.

City

Enter the city name.

State

Enter the state name.

ZIP Code

Enter the area ZIP code.

MLS Number

Enter the property's MLS number.

Price

Enter the property's estimated price.

For Rent

Select whether this property is available for rent.

URL

Enter the property's URL address provided by the lead.

Type

Enter the property type. For example, Bungalow, Apartment.

Bedrooms

Enter the number of bedrooms in the property.

Bathrooms

Enter the number of bathrooms on the property.

Area

Enter the property area in Sq. Ft.

Lot

Enter the area of the land or LOT in acres.

Type

Enter the type of property the contact is searching for. For example, Apartment.

Neighborhood

Enter the neighborhood places in which the contact is looking for the property.

City

Enter the city name in which the contact is looking for the property.

State

Enter the state name in which the contact is looking for the property.

ZIP Code

Enter the area ZIP code in which the contact is looking for the property.

Min Price

Enter the minimum price range the contact is looking for the property.

Max Price

Enter the maximum price range the contact is looking for the property.

Medium

Enter the medium of the campaign. For example, for an organic search, the medium is organic.

Term

Enter the search terms entered by the contact for the property.

Content

Enter the campaign content for searching the properties.

Campaign

Enter the campaign name.

Page Title

Enter the name of the page viewed. For example, contact us. This field is to be used with the viewed page.

Page URL

Enter the URL address of the page viewed. For example, http://www.cltrealestate.com/contactus.This field is to be used with the viewed page.

Page Duration

Enter the duration of the visitor on the page viewed given in seconds. This field is to be used with the viewed page.

Make an API Call

Performs an arbitrary API call.

Connection

Establish a connection to your Follow Up Boss account.

URL

Enter a path relative to https://api.followupboss.com/. For example: /v1/people

Note

For the list of available endpoints, refer to the Follow Up Boss API Documentation.

Method

Select the HTTP method you want to use:

GET to retrieve information for an entry.

POST to create a new entry.

PUT to update/replace an existing entry.

PATCH to make a partial entry update.

DELETE to delete an entry.

Headers

Enter the desired request headers. You don't have to add authorization headers; we already did that for you.

Query String

Enter the request query string.

Body

Enter the body content for your API call.

Example of Use - List Deals

The following API call returns all the deals from your Follow Up Boss account:

URL: v1/deals

Method: GET

61f26d22e7d39.png

Matches of the search can be found in the module's Output under Bundle > Body > deals. In our example, 2 deals were returned:

61f26d2453d2e.png