2Chat + Follow Up Boss

Create notes in Follow Up Boss for new whatsapp messages in 2Chat

Easily streamline your professional communication with this integration. When a new WhatsApp message pops up in 2Chat, this workflow quickly transforms that communication into a new note in Follow Up Boss. Perfect for business professionals, you'll effortlessly stay on top of messages and ensure important information is logged for efficient task management.

When this happens...
New WhatsApp Message
Triggers when a new message is either sent or received on 2Chat. Works for messages sent by agents or sent by your users/customers.
TriggerInstant
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Create Note
Creates a note on a contact
ActionWrite

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Supported triggers and actions

- Connected NumberRequired
Trigger
Instant
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- Connected NumberRequired
Trigger
Instant
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- Connected NumberRequired
- WhatsApp Group IDRequired
Trigger
Instant
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- Connected NumberRequired
- WhatsApp Group IDRequired
Trigger
Instant
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- Connected NumberRequired
- Time PeriodRequired
Trigger
Instant
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- First NameRequired
- Last Name
- Profile Picture URL
- Phone Number
- Email Address
Action
Write
- Connected NumberRequired
- Product NameRequired
- Default Image URLRequired
- Product Description
- Product Price
- Product Currency
- Hide Product
- Product URL
- Custom Product ID
Action
Write

- Connected NumberRequired
- Product IDRequired
Action
Write
- Connected NumberRequired
- Product IDRequired
- Product Name
- Default Image URL
- Product Description
- Product Price
- Hide Product
- Product URL
- Custom Product ID
Action
Write
- Connected NumberRequired
- WhatsApp Group IDRequired
- Media Public URLRequired
- Caption
Action
Write
- From NumberRequired
- To NumberRequired
- Media Public URLRequired
- Caption
Action
Write
- Connected NumberRequired
- Image Public URLRequired
Action
Write
- Connected NumberRequired
- Target NumberRequired
Action
Search
- Connected NumberRequired
Action
Search
New Appointment
Fires when a new appointment is created in Follow Up Boss.
Trigger
Instant
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- Pipeline name
- Stage name
Trigger
Instant
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- Stage name
Trigger
Instant
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- 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

- From NumberRequired
Trigger
Instant
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- Connected NumberRequired
- WhatsApp Group IDRequired
Trigger
Instant
Try It
- Connected NumberRequired
- WhatsApp Group IDRequired
Trigger
Instant
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- Connected NumberRequired
Trigger
Instant
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- Connected NumberRequired
Trigger
Instant
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- Connected NumberRequired
- Collection NameRequired
- Product IDs to AddRequired
Action
Write
- Connected NumberRequired
- Collection IDRequired
Action
Write
- Connected NumberRequired
- Collection IDRequired
- Product IDs to Add
- Product IDs to Remove
Action
Write
- From NumberRequired
- Phone Number to CheckRequired
Action
Write
- Connected NumberRequired
- WhatsApp Group IDRequired
- Text Message
Action
Write
- To NumberRequired
- From NumberRequired
- Text MessageRequired
Action
Write
- Connected NumberRequired
- WhatsApp StatusRequired
Action
Write
- Connected NumberRequired
- Target NumberRequired
Action
Search
- Connected NumberRequired
- WhatsApp Group IDRequired
Action
Search
New Deal
Fires when a new deal is created in Follow Up Boss.
Trigger
Instant
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New Contact
Fires when a new contact is created in Follow Up Boss.
Trigger
Instant
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- Tag nameRequired
Trigger
Instant
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- 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 2Chat

2Chat is a conversational commerce automation tool for WhatsApp, Instagram, Messenger, and SMS.

Related categories

eCommerce

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

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

2Chat + Follow Up Boss

Create notes in Follow Up Boss for new whatsapp messages in 2Chat

WhatsApp Call Received

WhatsApp Audio Message Transcribed

Participant Joined a WhatsApp Group

Participant Was Removed From a WhatsApp Group

New WhatsApp Conversation

Create Contact

Add WhatsApp Business Product

Delete WhatsApp Business Product

Edit WhatsApp Business Product

Send a WhatsApp Group Media Message

Send a WhatsApp Media Message

Set WhatsApp Profile Picture

Get WhatsApp Business Collections

Get WhatsApp Groups

New Appointment

Deal Stage Updated

Person Stage Updated

Add Collaborators

Apply an Action Plan to a Contact

Create or Update Contact Without Triggering Action Plans

Create Note

Log Call

Reassign Agent

API Request (Beta)

New WhatsApp Message

WhatsApp Group Message Received

Participant Left a WhatsApp Group

WhatsApp Message Received

WhatsApp Order Received

Add WhatsApp Business Collection

Delete WhatsApp Business Collection

Edit WhatsApp Business Collection

Check if a Phone Number Has WhatsApp

Send a WhatsApp Group Text Message

Send a WhatsApp Text Message

Set WhatsApp Status

Get WhatsApp Business Products

Get WhatsApp Group Participants

New Deal

New Contact

Tag Added to Contact

Add Tags to a Contact

Change Stage of a Contact

Create Deal

Create Task

Pause an Action Plan for a Contact

New Inquiry or Website Event

Find a Contact

About 2Chat

Related categories

About Follow Up Boss

Related categories

Similar apps

Zapier Interfaces