Eva Gifting Assistant (EvaBot) + Follow Up Boss

Send gifts with Eva Gifting Assistant (EvaBot) when new tags are added to contacts in Follow Up Boss

Elevate your client relationship management with this powerful automation. Whenever a new tag is added to a contact in Follow Up Boss, a curated gift is seamlessly sent to them via the Eva Gifting Assistant. This streamlined process not only saves valuable time but also enhances customer engagement and appreciation. Use this workflow to create memorable experiences that resonate with each unique contact.

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 Gifts
Sends a gift
ActionWrite

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Supported triggers and actions

What does this mean?

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
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Gift Accepted
Triggers when a new gift is accepted.
Trigger
Scheduled
Try It
- Campaign ListRequired
- Recipient's NameRequired
- Recipient's EmailRequired
- Recipient's Mobile
- Event DateRequired
- PriceRequired
Action
Write
- Sender's Email [Only Required for Teams -- Make Sure The Gift Sender Is Registered Under Your Team In EvaBot]
- Recipient's NameRequired
- Recipient's EmailRequired
- Recipient's Mobile
- Reference Number
- OccasionRequired
- PriceRequired
- Recipient's Address Line 1
- Recipient's Address Line 2
- Recipient's City
- Recipient's State/Province/Region
- Recipient's Postal Code/ZIP
- Recipient's Country
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
Gift Delivered
Triggers when a new gift is delivered.
Trigger
Scheduled
Try It
- Mailer Campaign ListRequired
- Recipient's NameRequired
- Event DateRequired
- Recipient's Address Line 1Required
- Recipient's Address Line 2Required
- Recipient's CityRequired
- Recipient's State/Province/RegionRequired
- Recipient's Postal Code/ZIPRequired
- Recipient's Country
Action
Write
- Recipient's EmailRequired
- Option ListRequired
Action
Write

About Eva Gifting Assistant (EvaBot)

Eva helps you easily send personalized client gifts for closings, birthdays, house-anniversaries. Connect with a CRM to automate client gifting today.

Help

Related categories

CRM (Customer Relationship Management)

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 Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

PRODUCTS

CAPABILITIES

By team

Eva Gifting Assistant (EvaBot) + Follow Up Boss

Send gifts with Eva Gifting Assistant (EvaBot) when new tags are added to contacts in Follow Up Boss

New Appointment

Deal Stage Updated

Pipeline name

Stage name

Person Stage Updated

Stage name

Add Collaborators

Team Member(s)

Apply an Action Plan to a Contact

Contact Phone, Email, or IDRequired

Action PlanRequired

Create or Update Contact Without Triggering Action Plans

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

Create Note

Contact Phone, Email, or IDRequired

MessageRequired

Subject

Message is HTML

Log Call

Contact Phone, Email, or IDRequired

Phone NumberRequired

TypeRequired

Note

Call Duration

Reassign Agent

Contact Phone, Email, or IDRequired

Team MemberRequired

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Gift Accepted

Update Gift Campaign

Campaign ListRequired

Recipient's NameRequired

Recipient's EmailRequired

Recipient's Mobile

Event DateRequired

PriceRequired

Send Gifts

Sender's Email [Only Required for Teams -- Make Sure The Gift Sender Is Registered Under Your Team In EvaBot]

Recipient's NameRequired

Recipient's EmailRequired

Recipient's Mobile

Reference Number

OccasionRequired

PriceRequired

Recipient's Address Line 1

Recipient's Address Line 2