• Active Collab logoActive Collab logo
  • Follow Up Boss logoFollow Up Boss logo

Active Collab + Follow Up Boss Integrations

How to connect Active Collab + Follow Up Boss

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  • Active Collab triggers, actions, and search
    New Comment
    Triggers when a comment is added to an object in Active Collab.
    Trigger
    Instant
  • Active Collab triggers, actions, and search
    New Project
    Triggers when new project is created.
    Trigger
    Instant
  • Active Collab triggers, actions, and search
    New Task
    Triggers when a new task is created.
    Trigger
    Instant
  • Active Collab triggers, actions, and search
    Task Closed
    Triggers when a task is closed in Active Collab.
    Trigger
    Instant
  • Active Collab triggers, actions, and search
    New Task List
    Triggers when a new task list is created in a project in Active Collab.
    Trigger
    Instant
  • Active Collab triggers, actions, and search
    Task Moved
    Triggers when a task is moved to another task list.
    Trigger
    Instant
  • Active Collab triggers, actions, and search
    Time Tracked
    User has tracked time on project or task.
    Trigger
    Instant
  • Active Collab triggers, actions, and search
    Add Comment to Task
    Creates a new comment in selected task.
    Action
    Write
  • Active Collab

    Creates a new company.

    Scheduled

    Action

  • Active Collab

    Completes a project.

    Scheduled

    Action

  • Active Collab

    Completes a task.

    Scheduled

    Action

  • Active Collab

    Creates a new project.

    Scheduled

    Action

  • Active Collab

    Creates a task.

    Scheduled

    Action

  • Active Collab

    Creates a new discussion in a project.

    Scheduled

    Action

  • Active Collab

    Adds a new comment to discussion.

    Scheduled

    Action

  • Active Collab

    Invites a new user to a project.

    Scheduled

    Action

  • Follow Up Boss

    Fires when a new appointment is created in Follow Up Boss.

    Instant

    Trigger

  • Follow Up Boss

    Fires when a new deal is created in Follow Up Boss.

    Instant

    Trigger

  • Follow Up Boss

    Fires when the stage of a deal is updated in Follow Up Boss.

    Instant

    Trigger

  • Follow Up Boss

    Fires when a new contact is created in Follow Up Boss.

    Instant

    Trigger

  • Follow Up Boss

    Fires when a contact's stage is updated in Follow Up Boss.

    Instant

    Trigger

  • Follow Up Boss

    Fires when a tag is added to a contact in Follow Up Boss.

    Instant

    Trigger

  • Follow Up Boss

    Adds selected users as collaborated on a given contact.

    Scheduled

    Action

  • Follow Up Boss

    Adds tags to a contact.

    Scheduled

    Action

  • Follow Up Boss

    Applies a selected action plan to a contact.

    Scheduled

    Action

  • Follow Up Boss

    Changes the stage of an existing contact.

    Scheduled

    Action

  • Follow Up Boss

    Creates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans!

    Scheduled

    Action

  • Follow Up Boss

    Creates a deal on a contact.

    Scheduled

    Action

  • Follow Up Boss

    Creates a note on a contact

    Scheduled

    Action

  • Follow Up Boss

    Create a task for a contact.

    Scheduled

    Action

  • Follow Up Boss

    Logs a call on a contact.

    Scheduled

    Action

  • Follow Up Boss

    Pauses a selected action plan for a contact.

    Scheduled

    Action

  • Follow Up Boss

    Assign a different agent to this contact.

    Scheduled

    Action

  • Follow Up Boss

    Notify Follow Up Boss when a new inquiry is received or an event on your website happens. For example, someone inquiries about a property, views or saves property as a favorite, an IDX registration or contact form. This will trigger action plans if a new lead is created from the event.

    Scheduled

    Action

  • Follow Up Boss

    Search for a contact by email, phone number, or Follow Up Boss ID.

    Scheduled

    Action

How Active Collab + Follow Up Boss Integrations Work

  1. Step 1: Authenticate Active Collab and Follow Up Boss.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
activecollab logo
activecollab logo

About Active Collab

Active Collab is a popular, all-in-one tool for project management, team collaboration and billing. Available both in cloud and self hosted versions.

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follow-up-boss logo
follow-up-boss logo

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

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