Cardly + Follow Up Boss

Send a card in Cardly when tags are added to new contacts in Follow Up Boss

Improve your client engagement process with this nifty workflow. When a new tag is added to a contact in Follow Up Boss, a customized greeting card from Cardly is automatically dispatched to them. It's a great way to send important updates or share personalized messages in a timely manner, enhancing your communication strategy and fostering better customer relationships.

When this happens...
Tag Added to Contact
Fires when a tag is added to a contact in Follow Up Boss.
TriggerInstant
automatically do this!
Send a Card
Send a card using a template and selected artwork.
ActionWrite

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Supported triggers and actions

New Appointment
Fires when a new appointment is created in Follow Up Boss.
Trigger
Instant
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- Pipeline name
- Stage name
Trigger
Instant
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- Stage name
Trigger
Instant
Try It
- Contact Phone, Email, or IDRequired
- Team Member(s)
Action
Write
- Contact Phone, Email, or IDRequired
- Action PlanRequired
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 IDRequired
- MessageRequired
- Subject
- Message is HTML
Action
Write

- Contact Phone, Email, or IDRequired
- Phone NumberRequired
- TypeRequired
- Note
- Call Duration
Action
Write
- Contact Phone, Email, or IDRequired
- Team MemberRequired
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Restrict to Contact List(s)
Trigger
Instant
Try It
- Restrict to Contact List(s)
Trigger
Instant
Try It
- Restrict to Contact List(s)
Trigger
Instant
Try It
QR Code Scanned
Get notified that a QR code on one of your cards was scanned, along with the details of who the card was sent to.
Trigger
Instant
Try It
- Contact ListRequired
- External Identifier
- First / Full NameRequired
- Last Name
- Email Address
- Company
- Contact AddressRequired
- Contact Address Line 2
- Contact Suburb/CityRequired
- Contact State/Region
- Contact CountryRequired
- Contact ZIP/PostcodeRequired
- Enable Test Mode
Action
Write
- Contact ListRequired
- Cardly Contact Identifier
- External Identifier
- First / Full NameRequired
- Last Name
- Email Address
- Company
- Contact AddressRequired
- Contact Address Line 2
- Contact Suburb/CityRequired
- Contact State/Region
- Contact CountryRequired
- Contact ZIP/PostcodeRequired
- Enable Test Mode
Action
Write
- List NameRequired
- List Description
- Add Custom Fields?
- Enable Test Mode
Action
Write

New Deal
Fires when a new deal is created in Follow Up Boss.
Trigger
Instant
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New Contact
Fires when a new contact is created in Follow Up Boss.
Trigger
Instant
Try It
- Tag nameRequired
Trigger
Instant
Try It
- Contact Phone, Email, or IDRequired
- Tag(s)Required
Action
Write
- Contact Phone, Email, or IDRequired
- StageRequired
Action
Write
- Contact Phone, Email, or IDRequired
- NameRequired
- PipelineRequired
- StageRequired
- Team Member(s)Required
- Description
- Price
- Commission
- Projected Close Date
Action
Write
- Contact Phone, Email, or IDRequired
- NameRequired
- TypeRequired
- Assigned ToRequired
- Due
- Is Completed
Action
Write
- Contact Phone, Email, or IDRequired
- Action PlanRequired
Action
Write
- 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
Action
Write
- Contact Phone, Email, or IDRequired
Action
Search
- Restrict to Contact List(s)
Trigger
Instant
Try It
- Restrict to Contact List(s)
Trigger
Instant
Try It
Gift Card Redeemed
Get notified that a gift in one of your cards was redeemed, along with the details of who the card was sent to.
Trigger
Instant
Try It
- Email AddressRequired
- Enable Test Mode
Action
Write
- Contact ListRequired
- Contact IDRequired
- Enable Test Mode
Action
Write
- Email AddressRequired
- First
- Last Name
- Allow Unrestricted Credit Use
- Allow Saved Credit Card Use
- Enable Test Mode
Action
Write
- Recipient's First NameRequired
- Recipient's Last Name
- Recipient Company
- Recipient CountryRequired
- Recipient AddressRequired
- Recipient Address Line 2
- Recipient Suburb/CityRequired
- Recipient ZIP/PostcodeRequired
- Specify Sender Details
- Hide Sender Address
- Target Arrival Date
- External Order Number
- Enable Test Mode
Action
Write

About Cardly

Cardly helps businesses create great engagement with customers by getting out of inboxes and into mailboxes.

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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

Related categories

CRM (Customer Relationship Management)

Cardly + Follow Up Boss

Send a card in Cardly when tags are added to new contacts in Follow Up Boss

New Appointment

Deal Stage Updated

Person Stage Updated

Add Collaborators

Apply an Action Plan to a Contact

Create or Update Contact Without Triggering Action Plans

Create Note

Log Call

Reassign Agent

API Request (Beta)

Contact Change of Address Notification

Automation Order Cancelled

Contact Undeliverable as Addressed Notification

QR Code Scanned

Create a Contact

Synchronize a Contact

Create a Contact List

New Deal

New Contact

Tag Added to Contact

Add Tags to a Contact

Change Stage of a Contact

Create Deal

Create Task

Pause an Action Plan for a Contact

New Inquiry or Website Event

Find a Contact

Automation Order Created

Automation Order Sent

Gift Card Redeemed

Revoke User Access

Delete a Contact

Invite User to Account

Send a Card

About Cardly

Related categories

Similar apps

Zapier Interfaces

About Follow Up Boss

Related categories

Similar apps

Zapier Interfaces

Related Zap Templates

Related Zap Templates