Connect Follow Up Boss to Podio and automate any workflow

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2. Choose an Action
The event an automation performs after it's triggered
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Select a trigger from Follow Up Boss

A trigger is an event that starts your Zap and runs the workflow. For example, with Follow Up Boss, a trigger could be "New Appointment."
A trigger is the event that kicks off your automated workflow.

Setup an action from Podio

An action is what takes place after the automation is triggered. For example, with Podio, the action could be "Create Item."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Follow Up Boss to Podio

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Triggers and actions are the main components of every automated workflow.

Connect Follow Up Boss and Podio to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

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Choose a Trigger
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Choose an Action

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.

  • Follow Up Boss triggers, actions, and search
    New Deal

    Fires when a new deal is created in Follow Up Boss.

    Try It
  • Follow Up Boss triggers, actions, and search
    New Contact

    Fires when a new contact is created in Follow Up Boss.

    Try It
    • Tag name
    Try It
    • Contact Phone, Email, or ID
    • Tag(s)

Learn how to automate Follow Up Boss on the Zapier blog.

Automate Podio: get inspired on the Zapier blog

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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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    Podio is a collaborative work platform that's perfect for managing projects, teams, and anything else in your business that needs flexible apps that work the way you do.
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