Active Collab + Follow Up Boss Integrations
How to connect Active Collab + Follow Up Boss
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New CommentTriggers when a comment is added to an object in Active Collab.Trigger- New ProjectTriggers when new project is created.Trigger
- New TaskTriggers when a new task is created.Trigger
- Task ClosedTriggers when a task is closed in Active Collab.Trigger
- New Task ListTriggers when a new task list is created in a project in Active Collab.Trigger
- Task MovedTriggers when a task is moved to another task list.Trigger
- Time TrackedUser has tracked time on project or task.Trigger
- Add Comment to TaskCreates a new comment in selected task.Action
- 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
- Step 1: Authenticate Active Collab and Follow Up Boss.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About Active Collab
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