2Chat + Follow Up Boss

2Chat + Follow Up Boss integrations

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 MessageTriggers 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 NoteCreates a note on a contact
ActionWrite

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More things you can do with 2Chat and Follow Up Boss

Discover other triggers and actions you can use with 2Chat and Follow Up Boss

- Virtual Number ID
  Required
Trigger
Instant
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- Virtual Number ID
  Required
Trigger
Instant
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- From Number
  Required
Trigger
Instant
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- Connected Number
  Required
Trigger
Instant
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- Connected Number
  Required
- WhatsApp Group ID
  Required
Trigger
Instant
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- Connected Number
  Required
- WhatsApp Group ID
  Required
Trigger
Instant
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- Connected Number
  Required
- Time Period
  Required
Trigger
Instant
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- First Name
  Required
- Last Name
- Profile Picture URL
- Phone Number
- Email Address
Action
Write
- Connected Number
  Required
- Product Name
  Required
- Default Image URL
  Required
- Product Description
- Product Price
- Product Currency
- Hide Product
- Product URL
- Custom Product ID
Action
Write
- Connected Number
  Required
- Product ID
  Required
Action
Write
- Connected Number
  Required
- Product ID
  Required
- Product Name
- Default Image URL
- Product Description
- Product Price
- Hide Product
- Product URL
- Custom Product ID
Action
Write
- Connected Number
  Required
- WhatsApp Group ID
  Required
- Media Public URL
  Required
- Caption
Action
Write
- From Number
  Required
- To Number
  Required
- Media Public URL
  Required
- Caption
Action
Write
- Connected Number
  Required
- Image Public URL
  Required
Action
Write
- Connected Number
  Required
- WhatsApp Status
  Required
Action
Write
- Connected Number
  Required
- Video Public URL
  Required
Action
Write
- Connected Number
  Required
- Target Number
  Required
Action
Search
- Connected Number
  Required
- WhatsApp Group ID
  Required
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 name
  Required
Trigger
Instant
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- Contact Phone, Email, or ID
  Required
- Team Member(s)
Action
Write
- Contact Phone, Email, or ID
  Required
- Action Plan
  Required
Action
Write
- Contact Phone, Email, or ID
  Required
- Stage
  Required
Action
Write
- Contact Phone, Email, or ID
  Required
- Name
  Required
- Pipeline
  Required
- Stage
  Required
- Team Member(s)
  Required
- Description
- Price
- Commission
- Projected Close Date
Action
Write
- Contact Phone, Email, or ID
  Required
- Name
  Required
- Type
  Required
- Assigned To
  Required
- Due
- Is Completed
Action
Write
- Contact Phone, Email, or ID
  Required
- Action Plan
  Required
Action
Write
- Event Type
  Required
- 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
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

- Virtual Number ID
  Required
Trigger
Instant
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- Connected Number
  Required
Trigger
Instant
Try It
- Connected Number
  Required
Trigger
Instant
Try It
- Connected Number
  Required
- WhatsApp Group ID
  Required
Trigger
Instant
Try It
- Connected Number
  Required
- WhatsApp Group ID
  Required
Trigger
Instant
Try It
- Connected Number
  Required
Trigger
Instant
Try It
- Connected Number
  Required
Trigger
Instant
Try It
- Connected Number
  Required
- Collection Name
  Required
- Product IDs to Add
  Required
Action
Write
- Connected Number
  Required
- Collection ID
  Required
Action
Write
- Connected Number
  Required
- Collection ID
  Required
- Product IDs to Add
- Product IDs to Remove
Action
Write
- From Number
  Required
- Phone Number to Check
  Required
Action
Write
- Connected Number
  Required
- WhatsApp Group ID
  Required
- Text Message
Action
Write
- To Number
  Required
- From Number
  Required
- Text Message
  Required
Action
Write
- Connected Number
  Required
- Image Public URL
  Required
Action
Write
- Connected Number
  Required
- Text Status
  Required
- Background Color
  Required
- Font Size
  Required
Action
Write
- Connected Number
  Required
- Target Number
  Required
Action
Search
- Connected Number
  Required
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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Updated Contact
Triggers when a contact is updated.
Trigger
Instant
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- Contact Phone, Email, or ID
  Required
- Tag(s)
  Required
Action
Write
- Contact
  Required
- File name
  Required
- File URL
  Required
Action
Write
- First Name
- Last Name
- Email Address
- Phone Number
- Source
- Stage
- Is Contacted?
- Tags
- Street Address
- City
- State/Province
- Zip/Postal Code
- Price
- Agent
- Lender
- Pond
- Timeframe
- Background Information
Action
Write
- Contact Phone, Email, or ID
  Required
- Note
- Message
  Required
- Subject
- Message is HTML
Action
Write
- Contact Phone, Email, or ID
  Required
- Phone Number
  Required
- Type
  Required
- Note
- Call Duration
Action
Write
- Contact Phone, Email, or ID
  Required
- Team Member
  Required
Action
Write
- Source_copy
- Contact
  Required
- First Name
- Last Name
- Email Address
- Phone_copy
- Phone Number
- Stage
- Is Contacted?
- Tags
- Merge_tags_copy
- Merge Tags?
- Street Address
- City
- State/Province
- Zip/Postal Code
- Price
- Agent
- Lender
- Pond
- Timeframe
- Background Information
Action
Write
- Contact Phone, Email, or ID
  Required
Action
Search

About 2Chat

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

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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 moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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