Assembly.com + Follow Up Boss
Assembly.com + Follow Up Boss
Update clients in Assembly.com when deal stages are updated in Follow Up Boss
Keep your client relations seamlessly flowing with this streamlined workflow. When there's an update to a deal stage in Follow Up Boss, it initiates the creation of a new client in Assembly.com. This saves you from manually transferring information, ensuring a smooth transition and zero overlap, effectively enhancing your business efficiency.
- When this happens...
Deal Stage UpdatedFires when the stage of a deal is updated in Follow Up Boss.TriggerInstant - automatically do this!
Create ClientCreates a new client.ActionWrite
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More things you can do with Follow Up Boss and Assembly.com
Discover other triggers and actions you can use with Follow Up Boss and Assembly.com
New AppointmentFires when a new appointment is created in Follow Up Boss.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Pipeline name
- Stage name
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Updated Contact
Triggers when a contact is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Contact Phone, Email, or IDRequired
- Tag(s)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ContactRequired
- File nameRequired
- File URLRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact Phone, Email, or IDRequired
- Note
- MessageRequired
- Subject
- Message is HTML
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact Phone, Email, or IDRequired
- Phone NumberRequired
- TypeRequired
- Note
- Call Duration
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact Phone, Email, or IDRequired
- Team MemberRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Source_copy
- ContactRequired
- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact Phone, Email, or IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
Client ActivatedTriggers when a client authenticates in the Assembly for the first time
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Client Custom Fields Updated
Triggers only when a client user has updates to custom fields.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Client Updated
High-frequency trigger for each client user update.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Company Custom Fields Updated
Triggers only when a company has updates to custom fields.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Contract Signed
Triggers when a contract is signed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - File Created
Triggers when a file gets created within a file channel
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - File Channel IdRequired
- Folder path
- Limit
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Folder Created
Triggers when a folder gets created within a file channel
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Folder Updated
Triggers when a folder gets updated within a file channel
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Limit
- Next Token
- Form IDRequired
- Status
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Internal User Deleted
Triggers when an internal user is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Invoice Created
Triggers when an invoice is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - List Invoices
Lists the invoices.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Invoice Sent
Triggers when an invoice is sent
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Invoice Voided
Triggers when an invoice is voided
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Link Created
Triggers when a link gets created within a file channel
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Link Updated
Triggers when a link gets updated within a file channel
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Message Channel Deleted
Triggers when a message channel is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Note Created
Triggers when a new note is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Entity Type
- The ID of the entity assigned to the note. E.g. ID of a client or company.
- Limit
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- List Payments
Lists the payments.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Price Created
Triggers when a price is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Product Created
Triggers when a product is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Product Updated
Triggers when a product is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Subscription Created
Triggers when an subscription is created
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - List Subscription Templates
Lists the subscription templates.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Limit
- Next Token
- Task ID
- Parent Comment ID
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Task Created
Triggers when a task gets created in your workspace.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Limit
- Next Token
- Created By
- Parent Task ID
- Status
- Client ID
- Company ID
- Internal User ID
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Task Updated
Triggers when a task gets updated in your workspace.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - The ID of the App InstallRequired
- The type of the App ConnectionRequired
- The content of the App ConnectionRequired
- The company id of the App Connection
- The client ids to be part of the App Connection
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IDRequired
- Given name
- Family Name
- Company ID
- Send Invite?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Company IDRequired
- Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Membership Type
- The ID of the membership entity. E.g. ID of a company or individual (Deprecated)
- IDs of all members in the channel
- Client ID
- Company ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Channel IDRequired
- PathRequired
- Client Permissions
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client Permissions
- Channel IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IDRequired
- Client Access Limited
- Company Access List
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Channel IDRequired
- PathRequired
- Link urlRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- The text content of the messageRequired
- The Id of the target message channelRequired
- (Optional) The Id of the client who is the author of the message
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TitleRequired
- ContentRequired
- Note IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Recipient type
- Prompt
- Amount (in cents)
- Description
- QuantityRequired
- PromptProduct
- Product
- PricePrompt
- Price
- Days Until DueRequired
- Interval
- Tax Percentage
- Memo
- Accept Payment Via Credit Card
- Accept Payment Via Bank Transfer
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Name
- Description
- Parent Task ID
- Client ID
- Company ID
- Internal User ID
- Status
- Due Date
- Template ID
- ClientVisibility_clientId
- Company ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- The ID of the App InstallRequired
- ClientId
- CompanyId
ActionThis is an event a Zap performs.SearchFind existing data in your app- ID
- Email
- Company ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- Custom Field IDRequired
- Label
ActionThis is an event a Zap performs.SearchFind existing data in your app- The ID of the file to getRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- The ID of the internal user to get
ActionThis is an event a Zap performs.SearchFind existing data in your app- The ID of the message channel to get
- Membership Type
- The ID of the membership entity. E.g. ID of a company or individual
- The ID of the client user
- Member ID
- Limit
ActionThis is an event a Zap performs.SearchFind existing data in your app- The ID of the Price to getRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- The ID of the Subscription to getRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- The ID of the task to getRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- The ID of the App InstallRequired
- ClientId
- The company id of the App Connection
- The type of the App ConnectionRequired
- The content of the App ConnectionRequired
- The client ids to be part of the App Connection
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- The ID of the Company to get
- NameRequired
- Icon Image URL
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- The ID of the file to getRequired
- Channel IDRequired
- PathRequired
- File ContentRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- The ID of the message channel to get
- Membership TypeRequired
- Entity ID - ID of the membership entity, e.g., ID of a company or individual client user (Deprecated).
- Client ID
- Member ID
- Limit
- Member IDs - IDs of client members to be added to this channel
- Company ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- The ID of the Subscription to getRequired
- Recipient type
- Prompt
- Amount (in cents)
- Description
- QuantityRequired
- PromptProduct
- Product
- PricePrompt
- Price
- Days Until DueRequired
- Interval
- Tax Percentage
- Memo
- Accept Payment Via Credit Card
- Accept Payment Via Bank Transfer
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- New Deal
Fires when a new deal is created in Follow Up Boss.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Contact
Fires when a new contact is created in Follow Up Boss.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Contact Phone, Email, or IDRequired
- Team Member(s)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact Phone, Email, or IDRequired
- Action PlanRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact Phone, Email, or IDRequired
- StageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact Phone, Email, or IDRequired
- NameRequired
- PipelineRequired
- StageRequired
- Team Member(s)Required
- Description
- Price
- Commission
- Projected Close Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact Phone, Email, or IDRequired
- NameRequired
- TypeRequired
- Assigned ToRequired
- Due
- Is Completed
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contact Phone, Email, or IDRequired
- Action PlanRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- List App Installs
Lists the app installs in a workspace.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Client Created
Triggers when a new client is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - List Clients
Lists the clients.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Company Created
Triggers when a company gets created in the Assembly for the first time
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Query param to filter placeholder companies
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Contract Requested
Triggers when a contract is assigned to a client.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - File Deleted
Triggers when a file has been deleted within a file channel
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - File Updated
Triggers when a file has been updated within a file channel
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Folder Deleted
Triggers when a folder gets deleted within a file channel
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Internal User Created
Triggers when a new internal user is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Invoice Deleted
Triggers when an invoice is deleted
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Invoice Paid
Triggers when an invoice is paid
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Invoice Updated
Triggers when an invoice is updated
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - List Invoice Templates
Lists the invoice templates.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Link Deleted
Triggers when a link gets deleted within a file channel
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Message Channel Created
Triggers when a new message channel is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Membership Type
- The ID of the membership entity. E.g. ID of a company or individual
- The ID of the client user
- Member ID
- Limit
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Message Sent
Triggers when a message gets sent in any channels belonging to the portal
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Note Deleted
Triggers when a note is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Note Updated
Triggers when a note is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Payment Failed
Triggers when a payment is failed for an invoice
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Payment Succeeded
Triggers when a payment is successful for an invoice
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - List Prices
Lists the prices.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - List Products
Lists the products.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Subscription Canceled
Triggers when an subscription is canceled
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - List Subscriptions
Lists the subscriptions.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Task Archived
Triggers when a task gets archived in your workspace.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Task Completed
Triggers when a task gets completed in your workspace.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Task Deleted
Triggers when a task gets deleted in your workspace.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - List Workspace
List the workspace associated with the portal
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - EmailRequired
- Given nameRequired
- Family NameRequired
- Company ID
- Send Invite?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Icon Image URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Contract Template ID
- Recipient ID (Deprecated)
- Client ID
- Company ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Channel IDRequired
- PathRequired
- File ContentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client Permissions
- IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Recipient ID (Deprecated)
- Form IDRequired
- Client ID
- Company ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Recipient type
- Note
- Amount (in cents)
- Description
- QuantityRequired
- Note
- Product
- Note
- Price
- Days Until DueRequired
- Tax Percentage
- Memo
- Accept Payment Via Credit Card
- Accept Payment Via Bank Transfer
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Membership TypeRequired
- Entity ID - ID of the membership entity, e.g., ID of a company or individual client user (Deprecated).
- Member IDs - IDs of client members to be added to this channel
- Client ID
- Company ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Entity TypeRequired
- ID of the entity, e.g., ID of a company or client.Required
- TitleRequired
- Content
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Subscription
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- The ID of the task commentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- The ID of the taskRequired
- Name
- Description
- Client ID
- Company ID
- Internal User ID
- Status
- Due Date
- Is Archived
- ClientVisibility_clientId
- Company ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- The ID of the Company to get
- Name
ActionThis is an event a Zap performs.SearchFind existing data in your app- The ID of the file channel to get
- Membership Type
- The ID of the membership entity. E.g. ID of a company or individual
- Member ID
- Client ID
- Company ID
ActionThis is an event a Zap performs.SearchFind existing data in your app- The ID of the Form to getRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- The ID of the invoice to retrieveRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- The ID of the note to retrieve.
ActionThis is an event a Zap performs.SearchFind existing data in your app- The ID of the Product to getRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- The ID of the task commentRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- The ID of the task template to getRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- ID
- EmailRequired
- Company ID
- Given nameRequired
- Family NameRequired
- Send Invite?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- The ID of the file channel to get
- Membership Type
- The ID of the membership entity. E.g. ID of a company or individual (Deprecated)
- Member ID
- Client ID
- Company ID
- IDs of all members in the channel
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- The ID of the invoice to retrieveRequired
- Recipient type
- Note
- Amount (in cents)
- Description
- QuantityRequired
- Note
- Product
- Note
- Price
- Days Until DueRequired
- Tax Percentage
- Memo
- Accept Payment Via Credit Card
- Accept Payment Via Bank Transfer
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- The ID of the note to retrieve.
- Entity TypeRequired
- ID of the entity, e.g., ID of a company or client.Required
- TitleRequired
- Content
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- The ID of the task to getRequired
- Name
- Description
- Parent Task ID
- Client ID
- Company ID
- Internal User ID
- Status
- Due Date
- Template ID
- ClientVisibility_clientId
- Company ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Assembly.com is a complete client communication and management solution that offers a branded and streamlined experience to businesses.
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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.
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