Follow Up Boss + Fundraise Up

Follow Up Boss + Fundraise Up integrations

Create notes in Follow Up Boss for updated recurring donations in Fundraise Up

This workflow springs into action when a Recurring Donation is updated in Fundraise Up, prompting the creation of a new note in Follow Up Boss. This seamless integration gives you a convenient and efficient way to keep your fundraising and follow-up management on the same page. Simplify your processes, enhance productivity, and ensure you never miss a detail about the latest recurring donations.

When this happens...
Updated Recurring DonationTriggers when a recurring donation is updated in your account.
TriggerInstant
automatically do this!
Create NoteCreates a note on a contact
ActionWrite

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More things you can do with Fundraise Up and Follow Up Boss

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

New Donation
Triggers when a new donation is added to your account.
Trigger
Instant
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New Supporter
Triggers when a new supporter is added to your account.
Trigger
Instant
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Updated Recurring Donation
Triggers when a recurring donation is updated in your account.
Trigger
Instant
Try It
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
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

New Recurring Donation
Triggers when a new recurring donation is added to your account.
Trigger
Instant
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Updated Donation
Triggers when a donation is updated in your account.
Trigger
Instant
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Updated Supporter
Triggers when a supporter is updated in your account.
Trigger
Instant
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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
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- 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

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.

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About Fundraise Up

Fundraise Up is a donor-centric, AI-assisted online giving solution that helps nonprofits significantly increase the amount of money raised online.

Learn moreLearn moreHelpHelp

Related categories

Payment Processing