Follow Up Boss + Nekst

Follow Up Boss + Nekst integrations

Update Nekst contacts when Follow Up Boss stages are updated

Make the process of following up on potential clients more efficient by instantly creating a new contact in Nekst when a person's stage is updated in Follow Up Boss. This automation helps you save time and ensures you never miss an important follow-up in your real estate business. Capitalize on every change in client status with this straightforward workflow, making sure all details are promptly handed off to Nekst for precise contact management.

When this happens...
Person Stage UpdatedFires when a contact's stage is updated in Follow Up Boss.
TriggerInstant
automatically do this!
Create a ContactCreates a new contact.
ActionWrite

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More things you can do with Follow Up Boss and Nekst

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

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
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- 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 Contact
Triggers when a new contact is created.
Trigger
Instant
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New Contact Note
Triggers when a new contact note is created.
Trigger
Instant
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Updated Contact Note
Triggers when a contact note is updated.
Trigger
Instant
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New Email Sent
Triggers when a new email is sent to a contact.
Trigger
Instant
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New Transaction Assignment
Triggers when a contact is assigned to a transaction.
Trigger
Instant
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New Transaction
Triggers when a new transaction is launched.
Trigger
Instant
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Deleted Transaction Note
Triggers when a transaction note is deleted.
Trigger
Instant
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Updated Transaction Status
Triggers when a transaction status is updated.
Trigger
Instant
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Updated Transaction
Triggers when a transaction is updated.
Trigger
Instant
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- Contact
  Required
- Note Text
  Required
Action
Write
- Contact ID
  Required
Action
Write
- Note ID
  Required
Action
Write
- Note ID
  Required
- Note Text
  Required
Action
Write
- Transaction ID
  Required
- Name
  Required
- Status
  Required
- Start Date
  Required
- End Date
  Required
- On Start Date Updated
  Required
- On End Date Updated
  Required
Action
Write
- Transaction ID
  Required
- Status
  Required
Action
Write
- Contact ID
  Required
Action
Search
- Contact
  Required
Action
Search
- Note ID
  Required
Action
Search
- Email or Name
  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
Try It
- 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
Deleted Contact
Triggers when a contact is deleted.
Trigger
Instant
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Deleted Contact Note
Triggers when a contact note is deleted.
Trigger
Instant
Try It
Updated Contact
Triggers when a contact is updated.
Trigger
Instant
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New SMS Sent
Triggers when a new SMS is sent to a contact.
Trigger
Instant
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Deleted Transaction Assignment
Triggers when a contact is unassigned from a transaction.
Trigger
Instant
Try It
New Transaction Note
Triggers when a new transaction note is created.
Trigger
Instant
Try It
Updated Transaction Note
Triggers when a transaction note is updated.
Trigger
Instant
Try It
Updated Transaction Type
Triggers when a transaction type is updated.
Trigger
Instant
Try It
- First Name
  Required
- Last Name
  Required
- Primary Email
- Alternate Email
- Company Name
- Website
Action
Write
- Transaction
  Required
- Note Text
  Required
- Add to Client Portal
Action
Write
- Note ID
  Required
Action
Write
- Contact ID
  Required
- First Name
  Required
- Last Name
  Required
- Primary Email
- Alternate Email
- Company Name
- Website
Action
Write
- Primary Email
  Required
- First Name
  Required
- Last Name
  Required
- Alternate Email
- Company Name
- Website
Action
Write
- Note ID
  Required
- Note Text
  Required
- Add to Client Portal
Action
Write
- Transaction Name
  Required
Action
Search
- Note ID
  Required
Action
Search
- Transaction ID
  Required
Action
Search
- Transaction 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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CRM (Customer Relationship Management)

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About Nekst

Nekst lets real estate agents and transaction coordinators create systems to manage transactions by creating high-powered action plans.

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