Follow Up Boss + NoviHome

Follow Up Boss + NoviHome integrations

Create or update Follow Up Boss contacts whenever new registrations are created in NoviHome

Effortlessly streamline your customer management process with this comprehensive workflow. Upon creation of a new registration in the NoviHome app, this automation will immediately create or update the corresponding contact in the Follow Up Boss app, bypassing any pre-set action plans. It simplifies your operations, freeing up your time to focus more on customer engagement and less on manual data entry.

When this happens...
Registration CreatedTriggers when a registration is created.
TriggerInstant
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Create or Update Contact Without Triggering Action PlansCreates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans!
ActionWrite

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More things you can do with NoviHome and Follow Up Boss

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

Chat Message Created
Triggers when a chat message has been created.
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Instant
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Customer Updated
Triggers when a customer (a.k.a lead) is updated.
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Instant
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Image Created
Triggers when an image is created.
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Instant
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Registration Created
Triggers when a registration is created.
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Instant
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- Customer Id/Number
  Required
- First Name
  Required
- Last Name
  Required
- Date of Birth
- Email
- Status
- Phone Number
- City
- State
- Zip/Postal Code
- Community
- Sales Rep Email
- Real Estate Agent
- Marketing Source
- Registration Note
Action
Write

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
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- 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

Customer Created
Triggers when a customer (a.k.a lead) is created.
Trigger
Instant
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Document Created
Triggers when a document is created.
Trigger
Instant
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Note Created
Triggers when a note is created.
Trigger
Instant
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Video Created
Triggers when a video is created.
Trigger
Instant
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New Appointment
Fires when a new appointment is created in Follow Up Boss.
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Instant
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- Pipeline name
- Stage name
Trigger
Instant
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- Stage name
Trigger
Instant
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- 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

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 NoviHome

NoviHome allows you to engage your buyers throughout all stages of the home building and buying process.

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Related categories

Sales & CRM