Connect Follow Up Boss and monday.com to power AI-driven automation

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Start with a template that brings Follow Up Boss and monday.com together. Build enterprise-grade automation in minutes.

Our most popular template

Create monday.com items from new Follow Up Boss leads
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Follow Up Boss + monday.com
Create monday.com items for new Follow Up Boss contacts
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Follow Up Boss + monday.com
Create items in monday.com for new deals in Follow Up Boss
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Follow Up Boss + monday.com
Update multiple columns in monday.com when tags are added to contacts in Follow Up Boss
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Follow Up Boss + monday.com
Create monday.com updates for new Follow Up Boss contacts
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Follow Up Boss + monday.com
Update Follow Up Boss with new inquiries or website events when column values change in monday.com boards
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monday.com + Follow Up Boss

Create monday.com items from new Follow Up Boss leads

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Follow Up Boss + monday.com

Create monday.com items for new Follow Up Boss contacts

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Follow Up Boss + monday.com

Create items in monday.com for new deals in Follow Up Boss

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Follow Up Boss + monday.com

Update multiple columns in monday.com when tags are added to contacts in Follow Up Boss

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Follow Up Boss + monday.com

Create monday.com updates for new Follow Up Boss contacts

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Follow Up Boss + monday.com

Update Follow Up Boss with new inquiries or website events when column values change in monday.com boards

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monday.com + Follow Up Boss

Create Follow Up Boss inquiries or website events from new monday.com board items
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monday.com + Follow Up Boss
Create notes in Follow Up Boss for new items in monday.com boards
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monday.com + Follow Up Boss

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How Zapier works

Zapier makes it easy to integrate Follow Up Boss with monday.com - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Appointment" from Follow Up Boss.

Add your action

An action happens after the trigger—such as "Archive Board" in monday.com.

You’re connected!

Zapier seamlessly connects Follow Up Boss and monday.com, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

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
Updated Contact
Triggers when a contact is updated.
Trigger
Instant
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- Contact Phone, Email, or ID
  Required
- Tag(s)
  Required
Action
Write

- Contact
  Required
- File name
  Required
- File URL
  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
- Agent
- Lender
- Pond
- Timeframe
- Background Information
Action
Write

- Contact Phone, Email, or ID
  Required
- Note
- 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
- Source_copy
- Contact
  Required
- First Name
- Last Name
- Email Address
- Phone_copy
- Phone Number
- Stage
- Is Contacted?
- Tags
- Merge_tags_copy
- Merge Tags?
- Street Address
- City
- State/Province
- Zip/Postal Code
- Price
- Agent
- Lender
- Pond
- Timeframe
- Background Information
Action
Write
- Contact Phone, Email, or ID
  Required
Action
Search
- Item_created_in_board_copy
- Board ID
  Required
Trigger
Instant
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New Board
Triggers when a new board is created.
Trigger
Polling
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- Board ID
  Required
- Column IDs
  Required
Trigger
Instant
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- Board ID
  Required
- Column ID
  Required
Trigger
Instant
Try It
New User
Triggers when a new user joins your monday.com account.
Trigger
Polling
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- Board ID
  Required
- Group ID
  Required
Action
Write
- Board ID
  Required
- Item ID
  Required
- New Item Name Value
  Required
Action
Write
- Board Name
  Required
- Board Kind
  Required
- Template Id
- Workspace Id
Action
Write
- Board ID
  Required
- Group Name
  Required
Action
Write
- Board ID
  Required
- Item Name
  Required
- Subitem Name
  Required
Action
Write
- Board ID
  Required
- Group ID
  Required
Action
Write
- Board ID
  Required
- Group ID
  Required
- New Group Title
- Should add group to top?
Action
Write
- Board
  Required
- Item
  Required
- Group
  Required
Action
Write
- Board ID
  Required
- Item ID
  Required
- Column
  Required
- File
  Required
- File Name
  Required
Action
Write
- Board
  Required
- Column to Search
  Required
- Include Subitems?
Action
Search
- Board ID
  Required
- User :
  Required
Action
Search
- Board ID
  Required
- Item ID
  Required
- Column
Action
Search
- Board ID
  Required
Action
Search

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
- Team Member(s)
Action
Write
- Contact Phone, Email, or ID
  Required
- Action Plan
  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
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Board ID
  Required
Trigger
Instant
Try It
- Board ID
  Required
- Group Names to trigger on
Trigger
Instant
Try It
- Board ID
  Required
Trigger
Instant
Try It
- Board ID
  Required
- Column ID
  Required
Trigger
Instant
Try It
- Board ID
  Required
Trigger
Instant
Try It
- Board ID
  Required
Action
Write
- Item ID
  Required
Action
Write
- Board ID
  Required
- Item ID
  Required
- Override empty fields
Action
Write
- Board ID
  Required
- Column Title
  Required
- Column Type
  Required
Action
Write
- Board ID
  Required
- Group ID
- Item Name
  Required
- Subitem Name
Action
Write
- Item ID
  Required
- Body
  Required
- Parent Update ID
- User Mentions
- Team Mentions
- Include team mentions in body
- Board Mentions
- Project Mentions
Action
Write
- Item ID
  Required
Action
Write
- Board
  Required
- Item
  Required
- Include Updates?
Action
Write
- Board ID
  Required
- Item ID
  Required
- Subitem ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Board
- Item
  Required
Action
Search
- Board ID
  Required
Action
Search
- Board ID
  Required
- Item ID
  Required
- Column
  Required
Action
Search
- Board ID
  Required
- User :
  Required
Action
Search

For AI agents & developers

Use Follow Up Boss and monday.com with AI agents and code

Beyond Zap workflows. Call Follow Up Boss and monday.com actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Follow Up Boss and monday.com actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Add Collaborators
Archive Board

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Follow Up Boss and monday.com actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* follow-up-boss / monday action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Practical ways you can use Follow Up Boss and monday.com

Track new real estate leads in monday.com

When a new contact is created in Follow Up Boss, Zapier automatically creates an item in a specific monday.com board. This setup centralizes lead tracking, improving organization and enabling better collaboration among team members.

Business Owner

Try it

Create tasks for new appointments

When a new appointment is added in Follow Up Boss, Zapier creates a task in monday.com. This ensures project managers can plan upcoming work effectively, eliminating oversight and improving task prioritization.

Project Management

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Notify team about updated deals in monday.com

When a deal stage is updated in Follow Up Boss, Zapier sends an update to a specific monday.com board or item. This automation ensures everyone is on the same page without relying on manual updates, reducing gaps in communication.

Sales Ops

Try it

Learn how to automate Follow Up Boss on the Zapier blog

Learn how to automate monday.com on the Zapier blog

Make work flow with AI

Level up your Follow Up Boss to monday.com integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about Follow Up Boss + monday.com integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Follow Up Boss and monday.com

Can I integrate Follow Up Boss with monday.com using Zapier?

Yes, you can integrate Follow Up Boss with monday.com using our platform. This integration can automate workflows by allowing you to create custom triggers and actions between the two applications. For instance, when a new lead is added in Follow Up Boss, an item can automatically be created in monday.com.

What are some examples of triggers available for the integration of Follow Up Boss with monday.com?

Triggers available include when a new contact is added, an existing contact is updated in Follow Up Boss, or when a note is created. These events can trigger specific actions in monday.com such as updating an item or creating a new pulse.

What kind of actions can I automate on monday.com using the integration with Follow Up Boss?

You can automate actions like creating new items, updating existing ones, or adding notes to pulses on monday.com whenever certain events occur in Follow Up Boss, such as the addition of a new lead or change in contact status.

Is it possible to update multiple fields in monday.com from changes made in Follow Up Boss?

Yes, it's possible to update multiple fields on an item in monday.com based on specific changes made within Follow Up Boss. For example, changing a contact's status could update corresponding status fields and notes within a board on monday.com.

How do I set up an automation to create tasks in monday.com from Follow Up Boss leads?

To set up this automation, you'll need to define a trigger event such as 'new lead created' in Follow Up Boss and choose the action 'create item' on your desired board in monday.com. Our platform guides you through mapping information from your lead records into task details efficiently.

Do I need any special permissions to connect Follow Up Boss with my monday.com account through your platform?

You'll need API access enabled for both your Follow Up Boss and monday.com accounts. Ensure that you have administrative rights or consult with your account administrator if you're unable to establish connections between these applications via our service.

Can changes initiated from monday.com reflect back into my records on Follow Up Boss?

Currently, most automations are designed for one-way data pushes from Follow Up Boss into monday.com. However, by setting specific triggers and conditions within each platform thoughtfully, some level of reverse synchronization may be achieved manually.

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 moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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About monday.com

monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.

HelpHelp

Related categories

Project Management

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Connect Follow Up Boss and monday.com to power AI-driven automation

Launch your first automated workflow

Create monday.com items from new Follow Up Boss leads

Create monday.com items for new Follow Up Boss contacts

Create items in monday.com for new deals in Follow Up Boss

Update multiple columns in monday.com when tags are added to contacts in Follow Up Boss

Create monday.com updates for new Follow Up Boss contacts

Update Follow Up Boss with new inquiries or website events when column values change in monday.com boards

Create monday.com items from new Follow Up Boss leads

Create monday.com items for new Follow Up Boss contacts

Create items in monday.com for new deals in Follow Up Boss

Update multiple columns in monday.com when tags are added to contacts in Follow Up Boss

Create monday.com updates for new Follow Up Boss contacts

Update Follow Up Boss with new inquiries or website events when column values change in monday.com boards

Create Follow Up Boss inquiries or website events from new monday.com board items

Create notes in Follow Up Boss for new items in monday.com boards

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Use Follow Up Boss and monday.com with AI agents and code

Connect via Zapier MCP

Call from code with the Zapier SDK

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Practical ways you can use Follow Up Boss and monday.com

Track new real estate leads in monday.com

Create tasks for new appointments

Notify team about updated deals in monday.com

Learn how to automate Follow Up Boss on the Zapier blog

5 ways to automate Follow Up Boss with Zapier

Learn how to automate monday.com on the Zapier blog

Use Zapier's monday integration to streamline your work

Make work flow with AI

Frequently Asked Questions about Follow Up Boss + monday.com integrations

Connect Follow Up Boss to monday.com on the world's largest no-code automation platform