CloudKii + Follow Up Boss

CloudKii + Follow Up Boss integrations

Create CloudKii app licenses for new Follow Up Boss contacts

Easily manage your Follow Up Boss contacts and CloudKii licenses with this efficient workflow. When a new contact is added in Follow Up Boss, a corresponding app license will be created in CloudKii. This seamless process saves time and ensures your contacts have the appropriate access to your applications without any manual intervention.

When this happens...
New ContactFires when a new contact is created in Follow Up Boss.
TriggerInstant
automatically do this!
Create App LicenseCreate an App License using person's email and your CloudKi API Key
ActionWrite

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More things you can do with Follow Up Boss and CloudKii

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

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
- LicenseEmail
  Required
- CloudKii App
  Required
Action
Write
- SubPartnerEmail
  Required
- Licenses
  Required
Action
Write
- Target App
  Required
- User Full Name
  Required
- User Email
  Required
- User Phone Number
- Account Snapshot/Framework (if applicable)
Action
Write
- SubPartnerEmail
  Required
- Sub-Partner Name
  Required
- Licenses
  Required
Action
Write
- SubPartnerEmail
  Required
Action
Write

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
- SubPartnerEmail
  Required
Action
Write
- User email
  Required
- CloudKii App
  Required
Action
Write
- User Full Name
  Required
- Email
  Required
- User Phone Number
  Required
- Business Name
  Required
- City
  Required
- Street Address
  Required
- ZIP
  Required
Action
Write
- LicenseEmail
  Required
- CloudKii App
  Required
Action
Write
- SubPartnerEmail
  Required
- Licenses
  Required
Action
Write

About CloudKii

CloudKii empowers you to take control over your extension business.

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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)

Similar apps

Zapier Forms

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