Billit + Follow Up Boss

Billit + Follow Up Boss integrations

Create new Billit customers from Follow Up Boss contacts

Effortlessly keep your customer records up to date with this workflow between Follow Up Boss and Billit. When a new contact is added in Follow Up Boss, a customer will be created in Billit, streamlining your data management process. This automation saves time and ensures accurate customer information in both apps.

When this happens...
New ContactFires when a new contact is created in Follow Up Boss.
TriggerInstant
automatically do this!
Create CustomerThis action will create a customer in Billit
ActionWrite

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More things you can do with Follow Up Boss and Billit

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

New Appointment
Fires when a new appointment is created in Follow Up Boss.
Trigger
Instant
Try It
- Pipeline name
- Stage name
Trigger
Instant
Try It
- Stage name
Trigger
Instant
Try It
- Contact Phone, Email, or ID
  Required
- Team Member(s)
Action
Write
- Contact Phone, Email, or ID
  Required
- Action Plan
  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
- 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
Action
Write
- Contact Phone, Email, or ID
  Required
- 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
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- VAT Number
- Name
- First name
- Last name
- Client IBAN
- Email
Action
Write
- Product Name
  Required
- ProductDescription
  Required
- Price Excl. VAT
- VAT Amount
  Required
- Groupname
- Amount Incl. VAT
  Required
- Stock Quantity
  Required
- Unit
  Required
- Minimum Billed Quantity
- Buy price Excl. VAT
Action
Write
- VAT Number
  Required
- First Name
- Last name
- Client IBAN
- Email
Action
Write
- Product ID
  Required
- Reference
  Required
- Description
  Required
- Amount Excl BTW
  Required
- VAT
  Required
- Unit
  Required
- Group Name
  Required
- Amount Incl BTW
  Required
- Stock Quantity
  Required
- Minimum Billed Quantity
  Required
- Buy Price Excl BTW
  Required
Action
Write
- Product Name
  Required
Action
Search

New Deal
Fires when a new deal is created in Follow Up Boss.
Trigger
Instant
Try It
New Contact
Fires when a new contact is created in Follow Up Boss.
Trigger
Instant
Try It
- Tag name
  Required
Trigger
Instant
Try It
- Contact Phone, Email, or ID
  Required
- Tag(s)
  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
- Contact Phone, Email, or ID
  Required
Action
Search
- Customer Name
  Required
- Customer Street Name
  Required
- Customer address number
  Required
- Customer Box Number
- Customer Zipcode
  Required
- Customer City
  Required
- Customer Countrycode
- Customer IBAN
  Required
- Customer BIC
- Customer Mobile
- Customer Phone
- Customer Fax
- Customer Email
- Customer Website
- Customer Contact
- Customer VAT Number
- Party Type
- VAT Liable
- Unit Quantity
  Required
- Unit price excl
  Required
- Unit Description
  Required
- Total Excl
- Total VAT
- VAT Precentage
  Required
- Order Date
  Required
- Order Type
  Required
- Order Direction
  Required
- Paid
  Required
- Paid Date
- Currency
- Order Total Excl
- Order Total Incl
- Order Total VAT
- Expiry Date
  Required
- Invoice as Draft
  Required
- Custom Reference
- Custom Payment Reference
- Extra Unit Quantity #2
- Extra Unit Price Excl #2
- Extra Unit Description #2
- Extra VAT Percentage #2
- Extra Unit Quantity #3
- Extra Unit Price Excl #3
- Extra Unit Description #3
- Extra VAT Percentage #3
- ExtraTotalExcl #2
- Extra Total VAT #2
- ExtraTotalExcl #3
- Extra Total VAT #3
Action
Write
- Customer VAT
  Required
- Product ID
  Required
- Product Quantity
  Required
- Invoice Date
  Required
- Invoice Type
  Required
Action
Write
- Time Format
  Required
- Customer Type
- Project Name
  Required
- Customer Vat/Name
  Required
- Quantity
  Required
- Product
  Required
Action
Write
- Customer Name
- VAT Number
Action
Search
- Product Name
  Required
- Product Name
  Required
- ProductDescription
  Required
- Price Excl. VAT
- VAT Amount
  Required
- Groupname
- Amount Incl. VAT
  Required
- Stock Quantity
  Required
- Unit
  Required
- Minimum Billed Quantity
- Buy price Excl. VAT
Action
Search or write

About Billit

Billit is an accounting app for entrepreneurs, with the support of the accountants.

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Related categories

Accounting

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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