Billit + Follow Up Boss

Create or Update Contact Without Triggering Action Plans

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

Create Note

Creates a note on a contact

Reassign Agent

Assign a different agent to this contact.

API Request (Beta)

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Create Customer

This action will create a customer in Billit

Create Product

This action will create a new product in Billit.

Create Supplier

This action will create a supplier in Billit

Update Product

Find Product

This wil return product information

Create Deal

Creates a deal on a contact.

Create Task

Create a task for a contact.

New Inquiry or Website Event

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.

Find a Contact

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

Create Invoice

This action will create a new Order in Billit.

Quick Invoice

This action wil create an invoice using the VAT Number of the client and Product ID

Update or Add Invoice

This Action will update a existing invoice or create a new one.

Find Customer

This action wil return the customer information

Find or Create Product

This wil return product information