Everhour + Follow Up Boss

Create tasks in Everhour for new Follow Up Boss contacts

Stay on top of your tasks and nurture your relationships with new contacts by seamlessly connecting Follow Up Boss and Everhour. This workflow triggers when a new contact is added in Follow Up Boss and instantly creates a task in Everhour, ensuring you never miss a beat. Organize your tasks efficiently with this smooth integration that saves you time and helps boost your productivity.

When this happens...
New Contact
Fires when a new contact is created in Follow Up Boss.
TriggerInstant
automatically do this!
Create Task
Creates a new task.
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
New Client
Triggers when a new client is created.
Trigger
Instant
Try It
New Task
Triggers when a new task created.
Trigger
Instant
Try It
Timer Started
Triggers when a timer is started. Timer should be with a task.
Trigger
Instant
Try It
- NameRequired
- Project ID(s)
- Business Details
- Default Discount, %
- Default Tax Rate, %
- Due Terms
Action
Write
- ProjectRequired
- Section NameRequired
Action
Write
- ProjectRequired
- Section
- Task NameRequired
- Labels
- Description
- Due On
Action
Write
- ProjectRequired
- TaskRequired
- Comment
Action
Write
- Project NameRequired
Action
Search
- ProjectRequired
- Section NameRequired
Action
Search
- Project NameRequired
- Project TypeRequired
- Assign Members
Action
Search or write
- ProjectRequired
- Task NameRequired
- Section
- Labels
- Description
- Due On
Action
Search or 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
New Project
Triggers when a new project created.
Trigger
Instant
Try It
Task Time Updated
Triggers when time that belongs to a task is added, edited or removed.
Trigger
Instant
Try It
Timer Stopped
Triggers when a running timer is stopped. Timer should be with a task.
Trigger
Instant
Try It
- Project NameRequired
- Project TypeRequired
- Assign Members
Action
Write
Stop Timer
Stops the current timer.
Action
Write
- ProjectRequired
- TaskRequired
- Date
- TimeRequired
- Comment
Action
Write
- Member NameRequired
Action
Search
- Project NameRequired
Action
Search
- Project
- Task NameRequired
Action
Search
- ProjectRequired
- Section NameRequired
Action
Search or write

About Everhour

Everhour is a time tracking software equipped with budgeting, forward resource planning, expenses tracking, visual dashboards and flexible reports.

Learn more

Related categories

Time Tracking Software

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

Everhour + Follow Up Boss

Create tasks in Everhour for new Follow Up Boss contacts

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

New Client

New Task

Timer Started

Create Client

NameRequired

Project ID(s)

Business Details

Default Discount, %

Default Tax Rate, %

Due Terms

Create Section

ProjectRequired

Section NameRequired

Create Task

ProjectRequired

Section

Task NameRequired

Labels