Follow Up Boss Integrations
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
triggers, actions, or triggers and actions
- New Appointment
Fires when a new appointment is created in Follow Up Boss.
Try ItTriggerInstant - Pipeline name
- Stage name
Try ItTriggerInstant- Stage name
Try ItTriggerInstant- Contact Phone, Email, or IDRequired
- Team Member(s)
ActionWrite
- New Deal
Fires when a new deal is created in Follow Up Boss.
Try ItTriggerInstant - New Contact
Fires when a new contact is created in Follow Up Boss.
Try ItTriggerInstant - Tag nameRequired
Try ItTriggerInstant- Contact Phone, Email, or IDRequired
- Tag(s)Required
ActionWrite
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