17hats + Follow Up Boss

Create tasks in Follow Up Boss for new 17hats contacts

Effortlessly manage your leads with this seamless workflow between 17hats and Follow Up Boss. When a new contact is added in 17hats, a task will be created in Follow Up Boss, ensuring you stay organized and on top of your follow-ups. Enhance your lead management process and save time with this simple automation.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerInstant
automatically do this!
Create Task
Create a task for a contact.
ActionWrite

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Supported triggers and actions

New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
- Is Company?Required
- First NameRequired
- TypeRequired
- Last Name
- Title
- Company Name
- Primary E-mail Address
- Other E-mail Addresses
- Primary Phone Number
- Other Phone Numbers
- Address Line 1
- Address Line 2
- City
- State
- ZIP Code
- Country
- Birthday
- Facebook Id
- Instagram Id
- Linkedin Id
- Referred By
- Twitter Id
- Pinterest Id
- Website
- Tags
- Notes
Action
Write
- NameRequired
- Company Name
- Email
- Phone Number
Action
Search
New Appointment
Fires when a new appointment is created in Follow Up Boss.
Trigger
Instant
Try It
- Pipeline name
- Stage name
Trigger
Instant
Try It

- Stage name
Trigger
Instant
Try It
- Contact Phone, Email, or IDRequired
- Team Member(s)
Action
Write

- Contact Phone, Email, or IDRequired
- Action PlanRequired
Action
Write
- First Name
- Last Name
- Email Address
- Phone Number
- Source
- Stage
- Is Contacted?
- Tags
- Street Address
- City
- State/Province
- Zip/Postal Code
- Price
- Custom Field 1 Name
- Custom Field 1 Value
- Custom Field 2 Name
- Custom Field 2 Value
- Custom Field 3 Name
- Custom Field 3 Value
- Custom Field 4 Name
- Custom Field 4 Value
- Custom Field 5 Name
- Custom Field 5 Value
Action
Write
- Contact Phone, Email, or IDRequired
- MessageRequired
- Subject
- Message is HTML
Action
Write
- Contact Phone, Email, or IDRequired
- Phone NumberRequired
- TypeRequired
- Note
- Call Duration
Action
Write
- Contact Phone, Email, or IDRequired
- Team MemberRequired
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write

Updated Contact
Triggers when an already existing contact is updated.
Trigger
Instant
Try It
- ContactRequired
- Is Company?Required
- First NameRequired
- TypeRequired
- Last Name
- Title
- Company Name
- Primary E-mail Address
- Other E-mail Addresses
- Primary Phone Number
- Other Phone Numbers
- Address Line 1
- Address Line 2
- City
- State
- ZIP Code
- Country
- Birthday
- Facebook Id
- Instagram Id
- Linkedin Id
- Referred By
- Twitter Id
- Pinterest Id
- Website
- Tags
- Notes
Action
Write
- NameRequired
- Company Name
- Email
- Phone Number
- Is Company?Required
- First NameRequired
- TypeRequired
- Last Name
- Title
- Primary E-mail Address
- Other E-mail Addresses
- Primary Phone Number
- Other Phone Numbers
- Address Line 1
- Address Line 2
- City
- State
- ZIP Code
- Country
- Birthday
- Facebook Id
- Instagram Id
- Linkedin Id
- Referred By
- Twitter Id
- Pinterest Id
- Website
- Tags
- Notes
Action
Search or write
New Deal
Fires when a new deal is created in Follow Up Boss.
Trigger
Instant
Try It
New Contact
Fires when a new contact is created in Follow Up Boss.
Trigger
Instant
Try It
- Tag nameRequired
Trigger
Instant
Try It
- Contact Phone, Email, or IDRequired
- Tag(s)Required
Action
Write
- Contact Phone, Email, or IDRequired
- StageRequired
Action
Write
- Contact Phone, Email, or IDRequired
- NameRequired
- PipelineRequired
- StageRequired
- Team Member(s)Required
- Description
- Price
- Commission
- Projected Close Date
Action
Write
- Contact Phone, Email, or IDRequired
- NameRequired
- TypeRequired
- Assigned ToRequired
- Due
- Is Completed
Action
Write
- Contact Phone, Email, or IDRequired
- Action PlanRequired
Action
Write
- Event TypeRequired
- Message
- First Name
- Last Name
- Email Address
- Phone Number
- Source
- Stage
- Is Contacted?
- Tags
- Street Address
- City
- State/Province
- Zip/Postal Code
- Custom Field 1 Name
- Custom Field 1 Value
- Custom Field 2 Name
- Custom Field 2 Value
- Custom Field 3 Name
- Custom Field 3 Value
- Custom Field 4 Name
- Custom Field 4 Value
- Custom Field 5 Name
- Custom Field 5 Value
- Street Address
- City
- State/Province
- Zip/Postal Code
- MLS Number
- Price
- Is for Rent?
- URL
- Type
- Bedrooms
- Bathrooms
- Area
- Lot Size
- Source
- Medium
- Term
- Content
- Campaign
Action
Write
- Contact Phone, Email, or IDRequired
Action
Search

About 17hats

17hats is a premiere business platform that provides you with a suite of business solutions to help organize, systemize, and grow your business.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Follow Up Boss

Simple lead management software for real estate agents and brokers. Follow Up Boss takes all your leads and puts them in one simple system automatically. Helps you to respond fast and convert more leads into closings.

Learn more