Direct Mail Manager + Follow Up Boss

Send postcards in Direct Mail Manager when new tags are added to contacts in Follow Up Boss

When a new tag is added to a contact in Follow Up Boss, keep your mailing strategy on track with this automation setup. It initiates a postcard dispatch through Direct Mail Manager for that contact in response. Reduce manual work, ensuring follow-ups with your contacts are consistent and timely. Boost your outreach efforts and make business personal effortlessly.

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 Postcard
Sends a postcard through the DMM API.
ActionWrite

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Supported triggers and actions

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 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
- Name your LetterRequired
- Mail TypeRequired
- Campaign Name
- ColorRequired
- Double-SidedRequired
- Address placementRequired
- ArtworkRequired
- Send date
- Description
- To Address - First NameRequired
- To Address - Last Name
- To Address - Company
- To Address - Address line 1Required
- To Address - Address Line 2
- To Address - CityRequired
- To Address - StateRequired
- To Address - ZipRequired
- From Address - First NameRequired
- From Address - Last Name
- From Address - Address line 1Required
- From Address - Address Line 2
- From Address - CityRequired
- From Address - StateRequired
- From Address - ZipRequired
- Merge Variables (Variable Data)
- Merge Variables
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 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
- Name your PostcardRequired
- Campaign Name
- Description
- Postcard SizeRequired
- Mail TypeRequired
- Front ArtworkRequired
- Back Artwork
- To Address - First NameRequired
- To Address - Last Name
- To Address - Company
- To Address - Address line 1Required
- To Address - Address Line 2
- To Address - CityRequired
- To Address - StateRequired
- To Address - ZipRequired
- From Address - First Name
- From Address - Last Name
- From Address - Address line 1
- From Address - Address Line 2
- From Address - City
- From Address - State
- From Address - Zip
- Merge Variables (Variable Data)
- Merge Variables
Action
Write

About Direct Mail Manager

Direct Mail Manager makes sending postcards, letters, and checks as easy as sending an email.

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)

Similar apps

Zapier Interfaces

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

Direct Mail Manager + Follow Up Boss

Send postcards in Direct Mail Manager when new tags are added to contacts in Follow Up Boss

Supported triggers and actions

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)

Send Letter

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

Send Postcard

About Direct Mail Manager

Related categories

Similar apps

Zapier Interfaces

About Follow Up Boss

Related categories

Similar apps

Zapier Interfaces