Follow Up Boss + Infinity

Add new Follow Up Boss contacts to Infinity as items

Effortlessly manage new contacts in your real estate business by connecting Follow Up Boss with Infinity. With this workflow, each time a new contact is added in Follow Up Boss, a new item will be created in your Infinity app, keeping your client information organized and accessible at all times. Enhance your client management process and save valuable time with this seamless integration.

When this happens...
New Contact
Fires when a new contact is created in Follow Up Boss.
TriggerInstant
automatically do this!
Create a New Item
Creates a new item in a specific workspace, board and folder.
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
- WorkspaceRequired
Trigger
Scheduled
Try It
- WorkspaceRequired
- BoardRequired
Trigger
Scheduled
Try It
- WorkspaceRequired
- BoardRequired
- Folder
Trigger
Instant
Try It
- WorkspaceRequired
- FileRequired
Action
Write
- Workspace to create an item inRequired
- Board to create an item inRequired
- Folder to create an item inRequired
Action
Write
- Workspace to update an item inRequired
- Board to update an item inRequired
- Folder to update an item inRequired
- Item to updateRequired
Action
Write
- WorkspaceRequired
- BoardRequired
- Name
Action
Search
- WorkspaceRequired
- 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
- WorkspaceRequired
- BoardRequired
- FolderRequired
Trigger
Instant
Try It
- WorkspaceRequired
- BoardRequired
- Folder
- Attributes
Trigger
Instant
Try It
- WorkspaceRequired
Trigger
Scheduled
Try It
- WorkspaceRequired
- BoardRequired
- Folder
- Item to create the comment onRequired
- Comment textRequired
Action
Write
- Workspace to create an item inRequired
- Board to create an item inRequired
- Parent Folder
- Folder NameRequired
Action
Write
- WorkspaceRequired
- Name
Action
Search
- WorkspaceRequired
- BoardRequired
- FolderRequired
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 Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

About Infinity

Infinity is a flexible project management platform that lets you organize anything, your way.

Learn more Help

Related categories

Project Management

PRODUCTS

CAPABILITIES

By team

Follow Up Boss + Infinity

Add new Follow Up Boss contacts to Infinity as items

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 Board

WorkspaceRequired

New Folder

WorkspaceRequired

BoardRequired

Item Updated

WorkspaceRequired

BoardRequired

Folder

File Upload

WorkspaceRequired

FileRequired

Create a New Item

Workspace to create an item inRequired

Board to create an item inRequired

Folder to create an item inRequired

Update an Existing Item

Workspace to update an item inRequired