Follow Up Boss + Harvest

Create new Harvest projects when person stages are updated in Follow Up Boss

Keep your projects organized and efficient with this workflow automation. Whenever a person's stage is updated in Follow Up Boss, a new project is created in Harvest. This ensures your project management reflects real-time changes, saving you the hassle of manual data entry and enhancing your productivity.

When this happens...
Person Stage Updated
Fires when a contact's stage is updated in Follow Up Boss.
TriggerInstant
automatically do this!
Create Project
Creates a Project
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
Invoice Paid
Triggers when an invoice is fully paid.
Trigger
Polling
Try It
New Client
Triggers when a new client is added.
Trigger
Polling
Try It
New Expense
Triggers when a new expense is added.
Trigger
Polling
Try It
New Project
Triggers when a project is created.
Trigger
Polling
Try It
- Exclude entries created as running timers?
Trigger
Polling
Try It
New User Assignment
Triggers when a user is assigned to a project.
Trigger
Polling
Try It
Timer Stopped
Triggers when a timer is stopped.
Trigger
Polling
Try It
Updated Invoice
Triggers when an invoice is updated.
Trigger
Polling
Try It
- NameRequired
- Address
Action
Write
- ClientRequired
- NameRequired
- Code
- Bill By
- Hourly Rate
- Budget By
- Budget
- Cost Budget
- Notes
Action
Write
- ProjectRequired
- TaskRequired
- HoursRequired
- Spent DateRequired
- Notes
Action
Write
- ProjectRequired
- TaskRequired
- Spent DateRequired
- Notes
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Invoice IDRequired
Action
Search
- NameRequired
Action
Search

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
Invoice Sent
Triggers when an invoice is sent or marked as sent.
Trigger
Polling
Try It
New Contact
Triggers when new contact is added.
Trigger
Polling
Try It
New Invoice
Triggers when an invoice is created.
Trigger
Polling
Try It
New Task
Triggers when a new task is added.
Trigger
Polling
Try It
New User
Triggers when a new User is added.
Trigger
Polling
Try It
Timer Started
Triggers when a timer is started.
Trigger
Polling
Try It
Updated Client
Triggers when a client is updated.
Trigger
Polling
Try It
- Exclude entries created as running timers?
Trigger
Polling
Try It
- ClientRequired
- First NameRequired
- Last Name
- Email
- Title
- Mobile Phone
- Office Phone
- Fax
Action
Write
- Project
- NameRequired
- Billable By Default
- Default Hourly Rate
- Is Default
Action
Write
- ProjectRequired
- TaskRequired
- Started TimeRequired
- Ended TimeRequired
- Spent DateRequired
- Notes
Action
Write
Stop Timer
Stops any running timers
Action
Write
- Client name
- Client ID
Action
Search
- NameRequired
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.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

About Harvest

Simple time tracking software and powerful reporting that helps your team thrive.

Related categories

Time Tracking Software

Follow Up Boss + Harvest

Create new Harvest projects when person stages are updated 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)

Invoice Paid

New Client

New Expense

New Project

New Time Entry

New User Assignment

Timer Stopped

Updated Invoice

Create Client

Create Project

Create Time Entry

Start Timer

API Request (Beta)

Find Invoice

Find Task

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

Invoice Sent

New Contact

New Invoice

New Task

New User

Timer Started

Updated Client

Updated Time Entry

Create Contact

Create Task

Create Time Entry (Start & End Times)

Stop Timer

Find Client

Find Project

About Follow Up Boss

Related categories

Similar apps

Zapier Interfaces

About Harvest

Related categories